Credit Bubble Stocks
Wednesday, December 24, 2025
Christmas Eve Links
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‘A cold coming we had of it, Just the worst time of the year For a journey, and such a long journey: The ways deep and the weather sharp, Th...
Tuesday, December 16, 2025
Market thoughts for 2026
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We've learned the folly of attempting to predict things , and yet every living creature has to make predictions in order to survive. (An...
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Thursday, December 11, 2025
Thursday Night Links
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Say half of the 97 million barrels of oil that Rystad Energy estimates China has socked away so far this year had shown up in storage facili...
Monday, December 8, 2025
Monday Morning Links
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The 2007-8 Everything Bubble and the 2021 Duration Bubble, for instance, were both bubbles in which the right portfolio to own if you believ...
Wednesday, December 3, 2025
Q3 2025 Earnings Links
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RCI Hospitality Holdings, Inc. (Nasdaq: RICK) today announced the acquisition of all the shares of RCI stock owned by ADW Capital Partners, ...
Monday, December 1, 2025
December 1st Links
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Without a meaningful drop in US crude oil production in 2026, the global oil market rebalancing will be stalled. The other way to think abou...
Monday, November 17, 2025
Monday Morning Links
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Titanium is the canonical process opportunity of the 21st Century, it sits well outside the economy for such an abundant material a clear si...
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