Welcome, New Readers

We've been getting more traffic this month thanks to history finally happening again, and our blog posts documenting it. Some recent ones from ytd 2020:

• Tesla Says Its D&O Insurance Quotes Were "Disproportionately High"
• Stagflationary Mark on Inflation
• Energy Stocks Are Still Overpriced
• Short Idea: Netflix
• "Frontier Communications Announces Restructuring Support Agreement"
• @pdxsag Guest Review of The Shipping Man
• Hyperinflation, but Few Prices Actually Rising
• Looks Like Recession Started Last Fall
• Dr. Reynolds Protocol for Coronavirus 
• Conrad Industries 2019 Results and Enterprise Valuation
• Guest Post by "Louisiana": "Time to Assess Practical Risk"
• Coronavirus And Our Post-Democratic Future?
• Latest Thoughts from @pdxsag on WuFlu
• Tesla Debt and Equity Disconnect
• Notes on the Bubble
• Thoughts on WuFlu and Markets
• Latest Thoughts on the WuFlu (@pdxsag)
• Have We Cracked the Coronavirus Conundrum?
• More from @pdxsag on Wuflu
• @pdxsag Guest Post - Theories on the "WuFlu" / Coronavirus
• Credit Bubble Stocks 2019 Book Review Compendium
• Update to Tesla Enterprise Value
• 2020 Prediction Contest - Predictions Are In!
• 2019 Prediction Contest Results

If you are new here, a few of the most popular all-time CBS posts are below:

• Ten Problems With Tesla
• Paper: "What Does Individual Option Volatility Smirk Tell Us About Future Equity Returns?"
• Frontier Communications Inc. Distressed Debt
• What happens to oil prices when producers have to be profitable?
• Armen Alchian, Golf, High Status Jobs, and Longevity [Also, Paper: "Vertical Integration, Appropriable Rents, and the Competitive Contracting Process"]
• Why Isn't Value Investing Working?
• Review of The Big Score: Robert Friedland, INCO, And The Voisey's Bay Hustle by Jacquie McNish
• Treasury Bears Are Wrong - They Need to Look Closer at the Fed's Motives and Opportunities 
• Silverbugs, Why Don't You Buy Nickels Instead? 
• Review of Conquer the Crash: You Can Survive and Prosper in a Deflationary Depression (Second Edition) By Robert R. Prechter, Jr. 
• "Granola Shotgun" and the Eventual U.S. Sovereign Debt Crisis 
• Credit Bubble Stocks' 2015 Predictions Based On The Paper: "Charles Dow Looks At The Long Wave" 
• Review of the Missing Risk Premium: Why Low Volatility Investing Works by Eric Falkenstein 
• Review of Country Driving: A Chinese Road Trip by Peter Hessler
• Suntech - Were the U.S.-Listed Chinese Companies Just a "Bust Out"? 
• Thoughts About Failing Businesses
• Credit Bubble Stocks 2018 Book Review Compendium

During the worst of the bubble years (2015-2020) where we mostly hid out in cash, blog became known for book reviews and notes (the Credit Bubble Stocks Review of Books) and our semi-weekly compilations of Links.

Over the years, we have also had ideas like: equity shorts (DSL, WLT, XCO, BCEI), capital structure arbitrage (CPE, RMIX, GMXR, KV-A, SHLD), micro cap value (CNRD, TVOC, OPST, SFBK, LINSA), and thoughts on interest rates.

Some of our readers may also be familiar with Nate Tobik and his blog Oddball Stocks, which he turned into the Oddball Stocks Newsletter in 2014. Nate also runs a software company called Complete Bank Data which tapped a market need at smaller banks and is now growing rapidly. It is taking up so much of his time that in 2018 he asked me to help out with the Oddball Stocks Newsletter. Since then, almost all of my writing about micro cap stocks has been in the Newsletter. If you liked reading my ideas on these over the years and want to keep seeing them, you should subscribe.

We will give CBS readers a free Issue of the Newsletter if they want to try it out. Just email "editor" at the oddballnewsletter (dot) (com) email address and we'll make it happen!

The proprietor of this blog also runs a boutique investment partnership to capitalize on some of the opportunities discussed here. If you are an accredited investor with a long-term investment horizon, you can reach me at "cbs" at the creditbubblestocks (dot) (com) email address to begin the conversation.