Re: Mental Models - Submerged Balloons & Lead Zeppelins.

Markets experiencing turmoil can produce very interesting Asymmetric Event-Driven Alpha opportunities. Presenting two new Mental Models: the Submerged Balloon and the Lead Zeppelin.

May 23, 2025

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Markets experiencing turmoil can produce very interesting Asymmetric Event-Driven Alpha opportunities. Presenting two new Mental Models: the Submerged Balloon and the Lead Zeppelin.

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Kaoboy Musings

Re: Mental Models - Submerged Balloons & Lead Zeppelins.

Markets experiencing turmoil can produce very interesting Asymmetric Event-Driven Alpha opportunities. Presenting two new Mental Models: the Submerged Balloon and the Lead Zeppelin.

Continue reading this post for free, courtesy of Michael Kao.