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Re-Underwriting Fannie Mae & Freddie Mac
FNMA FMCC
18 hrs ago
•
Arya
3
1
The SEC Acceptance Notice: A Fund’s Inflection Point
The Hedge Fund’s Regulatory Birth Certificate
Sep 10
•
Arya
2
1
Can the Russian Economy Be Saved in 2025?
I’ve been posting more the past few days.
Sep 8
•
Arya
2
3
Definite Futures in an Age of AI
Why the U.S. Captures the Upside and Turkey Must Climb the Stack
Sep 6
•
Arya
1
After Black Monday
Lessons for a Market Built on Liquidity
Sep 6
•
Arya
4
Deep Dive: American Eagle Outfitters (AEO)
How did I call the stock’s move? Why might it still be in the early innings?
Sep 4
•
Arya
2
Yield Curve Control
Diverging Prospects in Europe vs. the U.S.
Sep 2
•
Arya
7
Stanley Druckenmiller's Lost Tree Club Lecture
Stanley Druckenmiller and George Soros are names that appear often in AD Fund Management LP’s private offering memorandum (PPM).
Sep 1
•
Arya
268
9
August 2025
Market Thoughts for September 2025
I wrote a lot in August 2025, and despite sharing thoughts on various subjects, it felt like the market was somewhat quiet this month.
Aug 28
•
Arya
2
Deep Dive: American Exceptionalism Acquisition Corp. (AEXA) S-1
Exceptional by Design or SPAC Déjà Vu?
Aug 18
•
Arya
2
Deep Dive: Shorting Homebuilders
Before launching my hedge fund, AD Fund Management LP, I worked at Greystar, the world’s largest owner and operator of multifamily housing.
Aug 15
•
Arya
5
2
Soros vs. Modern Multi-Strats: Correlation, Capital, and the Business Model Shift
A thought exercise
Aug 9
•
Arya
5
2
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