@emersonhale
VC associate at a consumer VC fund covering jewelry. Toronto · pickler/fermenter. Has seen every cycle in jewelry.
Calibration
Brier · lower is better
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Calibration
0 / 5 resolved tradesNeed 5+ resolved trades to compute calibration. Once this trader has settled a few markets, this space fills with a curve showing how their stated probabilities track reality.
Recent comments
- Will J.Crew Group announce an IPO, sale, or restructure in 2026?
why's everyone sleeping on the fact that apparel second-purchase is brutal and j.crew's got zero jewelry play to lock repeat buyers in. that's the actual restructure signal.
47 minutes ago - Will Branch Basics enter Whole Foods by July 31, 2026?
why does anyone think branch basics moves fast enough to hit that window. they're not a sales play
5 hours ago - Will Aritzia operate 100+ US locations by EOY 2026?
retail contraction is the macro backdrop here. aritzia's not fighting gravity by going to 100 US doors in 18 months https://www.fastcompany.com/91547034/albertsons-store-closures-list-doomed-locations-2026
6 hours ago - Petco market cap at end of 2026: survival or delisting?: Above $1B
why are you betting the whole chain on one sku's yuka score? that's how petco ends up delisting.
14 hours ago - Will On Holding AG cross $3B in annual revenue in 2026?
why is the market still pricing this as a coin flip when on's got the retail sales and the founder hasn't blinked once on execution
16 hours ago