BowTied Bull
111K+ subscribers
No non-sense writing style covering: 1) Crypto, 2) Tech Stocks, 3) WiFi money and 4) Real Estate. Written by anon Ex-Wall St and Tech Individuals. SPONSOR FREE.
Category
Money & Markets
Markets, macro, personal finance and biotech investing from the BowTied jungle. 6 publications, newest posts first.
Publications
BowTiedBroke
13K+ subscribers
Sharing my successes and failures in various finance, real estate and corporate life. What I did right (and wrong) in those various areas and what I learned in…
BowTiedBiotech
3K+ subscribers
Daily Biotech Public & Private Market Updates, Company Building, Financing, Exit Strategies, and Emerging Science Trends
Fs I Give
2K+ subscribers
Financial Advice with some rants on Fitness, Family, and general Fixing of Bad Advice You will learn what to do to get in the top 10% of health and wealth
Macro, Models, and Mutiny
Hundreds of subscribers
Models but also whatever I want
Notes from Underwater
Hundreds of subscribers
Psychology, Persuasion, and Markets.
Latest in Money & Markets
Q4 Puke is Here What We’re Doing (quick note)
Welcome Avatar! Looks like all possible forces to send markets down are working at once. We have the following: 1) Rates going back up and remaining high with the 10-year at 5%, 2) Mortgage rates have finally caught up to the…
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BowTiedBiotech Weekly: Cancer Vaccines and Biotech Reinvention | Ep. 1127
Hello Avatar! Welcome to the BowtiedBiotech podcast, where science meets business! If you're fascinated by breakthrough biotech, bold innovations, and the business behind the science, you're in the right place. Each week, we dive…
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Your Weekly Biotech News Fix | Ep. 1126
Hello Avatar! Another week of biotech news is in the history books. We are proud to bring you the latest edition of our weekly biotech news fix. The content is designed to be consumed as a quick scroll to bring readers up to…
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In markets, months can happen in days
It looks like we’re going into a period of volatility where 4 months of “normal” price action can happen in one day. (Think about Liberation Day and the subsequent lifting of those tariffs.) Periods like this are when those who…
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The Dose That Shouldn't Have Worked Better | Ep. 1125
Hello Avatar! Welcome to another week of biotech analysis. Today’s commentary, as always on Thursday, focuses on the general market update. This week confirmed the playbook. Biotech can rally and capital can return quickly, but…
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The Biotech Recovery Has a Catch | Ep. 1124
Hello Avatar! Welcome to the BowtiedBiotech podcast, where science meets business! If you're fascinated by breakthrough biotech, bold innovations, and the business behind the science, you're in the right place. Each week, we dive…
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Quick Update from NVDA CEO Out
Welcome Avatar! It looks like NVDA has made an extremely emotional decision. They have decided to get rid of Jensen before the investigation was even completed into the affair situation. If he was simply hooking up with some…
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Feels a Lot Like 2016. NVDA and AI + Crypto
Welcome Avatar! Been a hilarious week in the market. Mainly highlighted by the tired and true: Ladies Leverage and Liquor that Jensen is highlighting once again (second time apparently!). There is no real reason to care about a…
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Grok Bot Rug Pull & the Rise of Local AI
Welcome Avatar! We have a guest post this Monday with BowTiedStack As with all Guest Posts, this is entirely Written by BowTiedStack. A CTO for & Engineer for an AI Startup We’ll add our thoughts on Wednesday but think its a…
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BIOTECH MARKET RESEARCH $SVRA | Ep. 1123
Savara ($SVRA) is a near-term regulatory catalyst centered on the November 22, 2026 FDA PDUFA for MOLBREEVI (molgramostim inhalation solution) in autoimmune pulmonary alveolar proteinosis (autoimmune PAP), a rare lung disease…
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NVDA Debacle, Blind Buy Points for Stocks/Coins and More
Welcome Avatar! Never a dull week to close out the year, until the holidays come, we’re expecting big time commotion to continue. We have Iran issues, NVDA CEO getting blasted publicly for an affair and the AI slowdown we’ve been…
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Every $1,000 You Spend Is 5 Years Longer You Work - Part 2
Welcome Back. Retirement is important, no matter how you slice it. The standard formula used to be: 1) Get a job out of HS at a local factory, 2) Work there 40 years, 3) Retire with a defined benefit pension + Social Security…
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Engineering the Next Wave of ADCs | Ep. 1122
Hello Avatar! Welcome back for another week of biotech analysis. Today is Sunday, which means this is our Building Biotech newsletter that is focused on discussing biopharma strategy topics. This week we break down the next wave…
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BowTiedBiotech Weekly: Innovation and Markets | Ep. 1121
Hello Avatar! Welcome to the BowtiedBiotech podcast, where science meets business! If you're fascinated by breakthrough biotech, bold innovations, and the business behind the science, you're in the right place. Each week, we dive…
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Things That Are Worth The Money
Welcome Avatar! Another adhoc post on various things you should consider spending money on. We’ve stated for a long period of time that the frugality people have it wrong. If you live extremely cheap for 30 years just to live…
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Your Weekly Biotech News Fix | Ep. 1120
Hello Avatar! Another week of biotech news is in the history books. We are proud to bring you the latest edition of our weekly biotech news fix. The content is designed to be consumed as a quick scroll to bring readers up to…
Free
Read
The Dose That Shouldn't Have Worked Better | Ep. 1119
Hello Avatar! Welcome to another week of biotech analysis. Today’s commentary, as always on Thursday, focuses on the general market update. This week confirmed the playbook. Biotech can rally and capital can return quickly, but…
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Investing After Midterms, AI Trade and an Attempt at AI to Produce Stock Picks
Welcome Avatar! The mid-term election is over. Nothing particularly surprising to us. We didn’t follow it closely and only stated that the dems would win on election day because of the war, high oil and general malaise on the…
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The End of Chronic Medicine? CRISPR's Next Frontier Is Your Cholesterol | Ep. 1118
Hello Avatar! Welcome to the BowtiedBiotech podcast, where science meets business! If you're fascinated by breakthrough biotech, bold innovations, and the business behind the science, you're in the right place. Each week, we dive…
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BIOTECH MARKET RESEARCH $CORT | Ep. 1117
Corcept Therapeutics ($CORT) is a regulatory-reversal catalyst centered on the December 17, 2026 FDA PDUFA for relacorilant in Cushing’s syndrome. The FDA already reviewed the application once and issued a Complete Response…
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Laundry List of Things for Middle Age
Welcome Avatar! Completely different post style today. Has been a long time since we did something like this and it’ll be useful for people looking ahead into middle age. Also useful for anyone in this general ball park.…
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October Q&A and Portfolio Update
Welcome Avatar! It’s time for the monthly Q&A. Considering that we’re into Q4 and we’re seeing equities start to waver + crypto trade decently despite the noise, you can imagine we’ll be sticking to our plan. That said, there are…
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How Platform Biotech Builds Infinite Runway | Ep. 1116
Hello Avatar! Welcome back for another week of biotech analysis. Today is Sunday, which means this is our Building Biotech newsletter that is focused on discussing biopharma strategy topics. This week we’re exploring how Beam…
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Every $1,000 You Spend Is 5 Years Longer You Work - Part 1
Welcome back & Happy Halloween to those who celebrate (Apparently in 2026 you need that qualifier on Halloween now too or something). The F’er family does indeed go out for Halloween and despite my continued prodding the lil…
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Short Post on Binance Hack + Tech Earnings
Welcome Avatar! In a rare case we’ll go ahead and chime in on this recent event. Like any of these big scary headlines it usually ends up being (relatively) predictable. In addition to that, we did get some quick earnings after…
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Three of Meta’s Muses and Why You Should Care for Small Biz Profits ($$$)
Welcome Avatar! Your favorite sewer-dwelling rodent returns ( CryptoMouse ), this time to talk the META Muse rule of three, Zuck AI edition. Caveat: Muse is a Meta brand, that covers both products and the AI models that power…
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Anthropic S-1 Highlights and Microsoft Cuts. Making Sense of the Madness
Welcome Avatar! Another day has gone by and the world has not ended. If you have looked at social media, the recent doom loop has suggested both the UK and Japan should prepare for days/weeks/months of mass cyber disruption.…
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Direct Indexing - A Better ETF?
Welcome back. The end of the year is coming in hot. You know how it goes, Halloween → Thanksgiving → Christmas → New Years. And we also have the added benefit of nearly every member in the extended family having a Q4 birthday.…
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Real Yields and TIPS Markets
It is a common line of reasoning to cite the real yield-inflation breakeven decomposition and conclude that the move in bonds in the U.S. lately is showing rising growth expectations and not pricing any inflation. Read more
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Weekly Expectations Summary (stocks, bonds, oil)
Check out the group chat for more detail here. Link below. Read more
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Update on Trump, Russia, Ukraine March 24 Incredible Prediction (Stocks, Bonds, Oil)
I find myself frequently sharing this incredible prediction from March 24 (paywall has been removed on the paid article) lately so I thought it would be a good time to revisit the dynamic. Obviously much has happened since March…
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You Stand Up for Yourself
(I have multiple completed drafts from many months ago when this newsletter was figuring out its niche. My most recent article on austerity and inflation is unusually long so I’m taking the opportunity this week to share this…
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Back To Mortgages Part 2
Welcome back. Last week we went through all the silly arguments being made for why paying off a historically cheap mortgage is ‘better’ than keeping the mortgage plus buying significantly higher yielding US Treasury. Here is the…
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Back To Mortgages
Thanks to BowTiedBull, my twitter feed is about 50% tweets about mortgage payoff - the other 50% is a mix of social security arguing and the standard nonsense that you have no idea why its popping up. If you have been a reader…
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Diversification
“Two is one, and one is none” This is the common saying used by faux Boomer prep-ers when they justify all the stuff they own. If you have ever been doing some handy work and realize you are missing some niche and expensive tool…
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5% to 1% to 0.1%: What It Really Takes
The Bell Curve. A lot of you may only be familiar with the bell curve from the memes. However, it is a concept that springs up again and again in the actual world. There are millions of these memes out there for every topic…
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Hacks, Crypto, and Bad Maf
Welcome back. This week we are combining a reader request for some thoughts about crypto with a vaguely crypto adjacent topic of hacks/scams and accounts being drained. The example of the hack in this post is a new one that I…
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Not Smarter. Not Harder.
Welcome Back Dear Reader. Do you consider yourself smart? Do you feel like you work hard? Yet, do you still feel like you are being left behind? Would you spend $204 for a $1 bill? You are not alone. In fact, a lot of smart and…
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“The Wealthy don’t buy Life Insurance”
Welcome back. Let’s start this week’s post with some good news. The Michael Dell philanthropy money for the Trump Accounts hit the lil F’ers accounts a few days ago. As discussed in the post about Trump accounts, there was some…
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2026Q3 Random Topics & $1,000 Free Money
Welcome back. Another week in the rearview and we are rolling into the last month of Q3. Every quarter there is a handful of topics that would be a stretch to make their own post, but fit perfectly as smaller, condensed sections.…
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Myths About Wealth & The Wealthy
Welcome Back. This week’s post is brought to you by one of the misguided budgetpoor accounts on twitter and a rehash (and probably scheduled to go off once every month) tweet: There are just so many directions you can go on…
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