Trifecta Report: 1/02

Alex Barrow

Founder & MO Team Lead, CIO at Foundation Capital, macro junky, former Intelligence professional at FBI, DIA, and DOD, USMC Scout Sniper turned yogi/meditator.

https://x.com/MacroOps
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Equity Note: It's Meerkats All The Way Down

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Equity Note: Updated Thoughts on Riskified (RSKD) & Cardlytics (CDLX)