Merlin’s Capital

Merlin’s Capital

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Merlin’s Capital
Merlin’s Capital
7/5 The Return of the Wiz
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7/5 The Return of the Wiz

Back in the Saddle

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Merlin Capital
Jul 05, 2023
∙ Paid
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Merlin’s Capital
Merlin’s Capital
7/5 The Return of the Wiz
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Index

I. Forward

II. Reflection

III. Markets

IV. Analysis and Commentary

Forward

Good to be back, RIVN 0.00%↑ -RIVN has surged 51% since the stack post “Day of Days” was written on it. IONQ 0.00%↑ - IONQ continues on its run, as well as HUT 0.00%↑ - HUT . We have more research coming out soon on some new stocks as well that are of interest, and they will be posted in the markets section for the paid subs of the tribe.

This has really been an absolutely incredible month, there is no greater feeling than seeing your hard work and hunches come to life. As I jokingly wrote on twitter, the gains from the past month alone are enough to call it a year. But we won’t, we’re just getting this train started, and I hope you are enjoying the journey we have been on, because it has been deeply humbling and aweing.

If you enjoy the stack, make sure to like this post, restack, retweet, subscribe to the tribe. It goes a long way and I think 95% of those that upgrade will say they’ve seen their trading improve incredibly. But enough of the biz, let’s get down to wiz.

Reflection

There are times in life where it is important to remember to be like water, and go with the flow.

If you are able to remind yourself when new opportunities present itself to go outside your comfort zone and try something unknown, what an interesting and profound life you will end up having. Journeys and Twists that I doubt any of us could have ever even imagined.

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Markets

Low volume weeks are a dangerous Beast

It’s also an FOMC Minutes Day which still has yet to be released at the time of writing this.

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