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. 6 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
Notes from Underwater
Hundreds of subscribers
Psychology, Persuasion, and Markets.
Financial Advice with some rants on Fitness, Family, and general Fixing of Bad Advice You will learn what to do to get in the top 10% of health and wealth
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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Oil Market Update (Bonds, Equities)
A reminder that a real-time reaction to daily events can be found in the Notes From Underwater group chat. Read more
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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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Not Smarter. Not Harder.
Welcome Back Dear Reader. Do you consider yourself smart? Do you feel like you work hard? Yet, do you still feel like you are being left behind? Would you spend $204 for a $1 bill? You are not alone. In fact, a lot of smart and…
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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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The Midterms Don’t Matter
This post is in large part an invitation for others to point out portions of the electoral and legislative process I do not currently appreciate. I don’t think the midterms matter at all. This is a function both of how far they…
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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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“The Wealthy don’t buy Life Insurance”
Welcome back. Let’s start this week’s post with some good news. The Michael Dell philanthropy money for the Trump Accounts hit the lil F’ers accounts a few days ago. As discussed in the post about Trump accounts, there was some…
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Bond Market Participation from Treasury and Fed (Pt. 3) (bonds, gold, bitcoin)
In the final post of the series I elaborate on possible reasons why Bessent wants to use a Treasury buyback policy which removes duration bond supply from the market, which explanation I find most compelling, and investment…
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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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Iran War Stall Strategy
I was reminded of this excellent podcast in conversation today and thought it worth “bumping” to my readers as it has become timeless and the ideas herein make it much easier to process the developments in the war. The war has…
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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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Bond Market Participation from Treasury and Fed (Pt. 2) (bonds, gold, bitcoin)
Last time I did a general overview of the net impact of Bessent’s Treasury buyback program and some misconceptions. You Have Ample Supply I also outlined one of the commonly-held opinions about “duration supply reduction” actions…
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2026Q3 Random Topics & $1,000 Free Money
Welcome back. Another week in the rearview and we are rolling into the last month of Q3. Every quarter there is a handful of topics that would be a stretch to make their own post, but fit perfectly as smaller, condensed sections.…
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Lake Ontario
Short further explanation. The relevant article is re-linked at the end. Read more
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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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Bond Market Participation from Treasury and Fed (Pt. 1) (bonds, gold, bitcoin)
Bessent’s Treasury buyback program has created a lot of discussion, much of it characterized by high confidence despite a low level of understanding of what it actually represents. I thought it would be a good opportunity for a…
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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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Myths About Wealth & The Wealthy
Welcome Back. This week’s post is brought to you by one of the misguided budgetpoor accounts on twitter and a rehash (and probably scheduled to go off once every month) tweet: There are just so many directions you can go on…
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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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Immunization (In Finance) - Part 2
Welcome Back Anon. This week we are going to continue talking about how to use the concept of immunization to make your personal finances crush it. Last week we introduced the concept of immunization in the typical corporate…
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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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Immunization (in Finance) - Part Uno
There is a concept that I have indirectly talked about in many, many posts without formally introducing the technical concept. It is one of my favorite concepts and when done correctly, it is a huge win for your finances and…
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Family Loans 101
“Wealthy people do _____” This is usually some clickbait. It is usually written by someone LARPing as being wealthy. Or even worse, a budgetpooor who thinks a million and no debt puts them on par with Billionaires. There are…
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Trump Accounts - Part 2
After a little hiccup last week (Substack erroneously putting the account in the penalty box), we were able to get the first post about the new Trump Account for kids. Just in case you didn’t get the email, you can get caught up…
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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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Trump Accounts - Part 1
Welcome Back Anon. Finally we can get into the new Trump Account (aka 530A IRA as my sister’s husband’s very insufferable and self-aggrandizing mother kept ‘correcting’ everyone on). Today’s post is going to be a general overview…
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