BowTied Bull
112K+ subscribers
The #1 Paid Crypto Substack. 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…
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Money & Markets
Markets, macro, personal finance and biotech investing from the BowTied jungle. 4 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
Macro, Models, and Mutiny
Hundreds of subscribers
Models but also whatever I want
Latest in Money & Markets
Rates Up - What That Means By Asset Class
Welcome Avatar! It looks like things are playing out roughly as expected. Right now we’re surprised the sell off wasn’t more severe but the next few weeks will give us an indication of how much investors believe Warsh. He…
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How to Get Lucky by Doing Less
Welcome Avatar! Know that guy who seems to hit the jackpot no matter what? Starts something new, seems like it’ll fail and then gets enormous? The guy who falls backward into the right social groups? The dude who somehow lands…
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BIOTECH MARKET RESEARCH $CAPR | Ep. 1081
Capricor Therapeutics ($CAPR) is a catalyst-driven setup centered on the expected November 22, 2026 FDA decision for deramiocel in Duchenne muscular dystrophy. The date should be treated cautiously because secondary reporting…
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When Do Stocks Become Sensitive to Rates?
Welcome Avatar! Despite all the ups and downs we’re staying consistent with what we think is happening under the hood. Majority of people are heavily over-indexed to growth. This isn’t a bad thing if your holding period is…
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Prime Time | Ep. 1080
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 dive into one of the most…
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Biotech Weekly: Clinical Volatility and Regulatory Evolution | Ep. 1079
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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Half Post Update - Rates
Welcome Avatar! As promised have another half post update after the inflation print. Looks like it lines up for the same either 1) we get the pull back and print to up only or 2) they give up at the Fed and decide that they…
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Your Weekly Biotech News Fix | Ep. 1078
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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Biotech Has a Dose Problem | Ep. 1077
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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iPhone Duo, Trump/Hunter Biden and Macro
Welcome Avatar! We’ve got a half post here. We’re going to do another half post on Friday after all the inflation data comes out. Due to labor day the scheduling all got moved around and it doesn’t make sense to ignore it as the…
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Engineering Immunology: Multi-Functional Biologics and Combination Strategies | Ep. 1076
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 $KZIA | Ep. 1075
Kazia Therapeutics ($KZIA) is a catalyst-driven setup centered on additional 2026 clinical efficacy and biomarker data from the ongoing Phase 1b study of paxalisib combinations in advanced breast cancer. This is not primarily a…
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Time Value of Life - Make All Decisions Portable
Welcome Avatar! If you found this website, we can assure you that a large percentage will heavily over-shoot their net worth targets. Not only will they overshoot it but they will realize the original target was higher than they…
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Tesla Bull Case - CyberCab, SpaceX etc. + RobinHood and More
Welcome Avatar! As many of you know, every single investment, business idea and performance jump comes in huge waves. You have to survive the period of nothingness to get the step function later on. Tesla is no different since…
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Multi-Functionals vs. Combos | Ep. 1074
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 dive into the next…
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Biotech Capital Dynamics: High Stakes and Strategic Shifts | Ep. 1073
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. 1072
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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The Biotech Graveyard Is Becoming a Drug Development Engine | Ep. 1071
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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Surprising Housing Market Data and Tech Sector Changes
Welcome Avatar! After about 4-5 years of the same process in real estate, we’re actually seeing some interesting data pile in. In short, equity money is flowing into the market. This is pretty significant since purchasers now are…
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China’s Biotech Translational Engine | Ep. 1070
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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Working Harder for Someone Else is a Scam
Welcome Avatar! There was a popular chart on X that came out and it’s a good time to walk through the implications. Hint: ownership is the fastest way to wealth. Source Essentially, the world is pretty inverted from the advice…
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August 2026 Update and Q&A
Welcome Avatar! Exciting week in crypto after a massive short squeeze. We already outlined what we’re going to do over the next month or two but this will clear up any questions. We’ll also go over what we think most people…
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Trending Products 2026 Update and Apple iPhone Sales
Welcome Avatar! We’re going to touch on a few trending products and some expectations for Q4 ahead of the monthly Q&A. We’re pretty sure that will be entirely focused on investing. If your goal is to launch this year, we’re still…
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Gambling is the New Investing and Why That Matters for You
Welcome Avatar! One of the major themes here has been “long degeneracy” where sports betting/gambling has been one of the major trends. Here we’ll outline why you should care (despite avoiding the industry). They did an…
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Cabin Fever - Part 2
Around 2008, when I was in the pest control business, the company I worked for serviced a large hotel chain. When we did pest control work for a large commercial brand, we would call those “National Accounts”. They were IMPORTANT…
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Cabin Fever
A couple of weeks ago I published a list of 15 “Vacation type” towns that I thought could come crashing back down. Mainly because of Airbnb speculators. The response was mostly positive from you guys although I got a little bit…
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The Looming Foreclosure Crisis
The amount of doom and gloom I see on X regarding a potential housing crisis is quite nauseating sometimes. You’d think by some posters accounts that the entire cross sectional map of the United States was about to have another…
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The official "Doxxing" of myself
As I mentioned in an earlier newsletter, I bought my first “home” when I was 25. I was single, lived in Bonita Springs, FL, working for Terminix as a Branch Manager running their Naples, FL branch. I had just graduated from UF…
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The House Flip of a Lifetime
An anomaly - According to the dictionary it means “ Something different, abnormal, not easily classified. A deviation from the common rule .” Sometimes in my financial ventures, when I have chased the “anomaly”, it’s come back to…
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Is the AirBnB craze officially over?
First of all, my apologies for the delay in the latest newsletter. Moving forward, you’ll be getting one of these every two weeks. I have been DEEP in the permitting process, approval from the county, clearing, excavation, road…
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Part 2: Am I really making $1 Million per new build?
This is a long one. Now that my recent build is wrapped up, I showcase every single penny of my expenses on my most recent build along with links to the actual new build rental page. Make sure you “View entire message” if you…
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Am I really making $1 Million per new build?
Don’t let the title fool you. I’m not naive. This gravy train will not last forever for me. After nearly 3 decades of investing (I bought my first stock when I was 20 back in 1995..Iomega for inquiring minds), I finally hit pay…
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Part 5: A New Construction Pivot
Million dollar deposits seemed to be dropping into my bank account every other month. I had never been flush with so much cash in such a short amount of time. Over the past five years of having AirBnb’s, pivoting to buying land…
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Part 4: A New Construction Pivot
When investing in Real Estate, be careful about the land you buy to live on or build on. I received a crash course over the last few years of what to buy and what not to buy. Unfortunately for me, it was a “learn by doing”…
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Part 3: A New Construction Pivot
Greetings subscribers, This New Construction Pivot series is going to be about a 6 part series. The more I get into writing this series, the more information I feel I need to share. For those who subscribe, you saw the specific…
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Part 2: A New Construction Pivot
Sex sells. It always has and always will. Since the dawn of civilization, humans have participated in lots of debauchery throughout the millennia. Often used for procreation, but more so for pleasure, sex has a unique way of…
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How AI-Generated Models Will Impact the Economy
Hello amigos. Welcome to my Substack, where I explain how I build the models I use in my videos. For today, we’ll be discussing the methodology used in this week’s video, which you can watch here if you haven’t already: How…
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Duh duh duh... My Podcast Is Here!
Hi everyone, just wanted to share the link to my podcast with you all! I’ve had 6 guests on so far, and a new episode will drop every Wednesday. See you all there! Oh, and look at the pretty art Heifer drew me! Here’s the link to…
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Were the American Founders Racist Scumbags? Podcast #1
Transcript: Were the American Founders racist? We hear it on the daily: America is a racist country. We know it’s racist because The American Founders owned slaves, so of course the country they built ended up being systemically…
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Little Update
Hey guys! Just wanted to update you all on the happenings of Commoner. So, my Youtube channel is slowly gaining a bit more traction. This is where 80% of my focus is right now, so if you haven’t yet, please consider subscribing!…
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Deep Dive into Optimizing Marriage
Hello, fellow nerds. Here’s the deep dive into the Optimal Marriage Age Model, so you can know for certain I’m not a lying crackpot, but a well-supported crackpot. How To Optimize Remember, our goal is to find the optimal…
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Journey Before Destination
My favorite book is called The Way of Kings by Brandon Sanderson. It’s one of those long, painful fantasy novels that make you feel as though you must re-enter our world once you stop reading. Its central theme is the phrase:…
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Roe v. Wade: Stupid and Unconstitutional, but Mainly Stupid
Hey Guys! Just letting you all know that I just posted a brand new video on Youtube. In this one, I walk you through the insanely ridiculous logic used in the Roe v. Wade decision to create a right to abortion. Whether you are…
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New Video Alert!
Hey there folks! Just writing to let you know that I posted a new video to my channel tonight! It’s about the abysmal state of the American dating pool. Ladies, hold on to your men, and lads, good flipping luck! And don’t forget…
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Central Bank Digital Currency = NO
Hey guys! Letting you know I posted a new Youtube Video today about Central Bank Digital Currency. This is a super important issue, so make sure you share this video with every person you’ve ever met. I have a feeling we are…
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Social Security Model, A Doozy And a Half
Why hello there, amigos. Today, I am dropping some Social Security knowledge on you all, which will explain why I hate FDR so much. (And to think he’s related to Teddy, my first celebrity crush). Based on my projections, Social…
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Covid Narrative Compilation
Hiya papayas! So, the Cov!d 19 narrative has changed a couple times throughout the past couple of years. You know, originally, it was 15 days to slow the spread. Then it was “let’s reach herd immunity.” Then it ended up being if…
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Youtube Channel is Here!
Hello to my favorite diehard fans *especially BowTiedOx who is on this email list!* Today is a special day. I just decided to drop a YT channel 20 min ago! Here’s the link to my favorite new video: The Fed is A Ponzi Scheme!…
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