◆ ORFEUZ BLOG ◆

INTELLIGENCE REPORTS | LEVEL 9 ACCESS

Beyond Google

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At an event organized by Glean.AI in Toronto at Hotel X in November 2023, I had the opportunity to meet some individuals working at Google. Out of genuine concern, I remarked, “I am really worried abo...

Intelligence Unlearns

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History seldom repeats verbatim; it rhymes. We remember the headlines of past bubbles, wars, and revolutions, yet we forget the cultural and institutional scaffolding that made those events possible. ...

Why Harvey’s Cure Doesn’t Cure

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Campbell Harvey’s new paper, Passive Aggressive, concedes what many practitioners already feel: cap-weighted index flows push “unrelated stocks [to] move synchronously,” dull price discovery, and heig...

Where are the FANGs

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source Where are the FANGs? Investors may find it hard to believe that there can be a systematic process, a machine, with a scoring system that anticipated the future on January 2022 at the market pea...

E&R Agro 8 Sugars up 55

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E&R Agro 8 Sugars up 55%! Did someone mention inflation? It’s all sweet and sugar for Exceptional & Rich Agro 8, which is up 55.85% since Jan 2021, cracking up an outperformance of 24.25% vs. ...

Tale of Two Trents

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Tale of Two Trents Once upon a market, in India, there was a company named Trent, a name that doesn’t quite echo the giants of industry but rather whispers the promise of potential. In January 2023, t...

BITW underperforms BTC by 121

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BITW underperforms BTC by 121%! If you know Crypto, you probably know BITW, which is the fastest-growing ETF today in the crypto space. With nearly 400 million USD invested in the product, you the inv...