Trifecta Report: 6/5

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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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Trifecta Report: 6/12

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Equity Note: 1stDibs (DIBS) De-Risked, Disintermediation, and The Trolley Dilemma