Credit Bubble Stocks
Thursday, April 16, 2026
Thursday Morning Links
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“The poor” in the United States today are not, generally speaking, hungry. Around a third of Americans are considered overweight; nearly hal...
Friday, April 10, 2026
Friday Night Links
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Citrini Research sent our incredibly capable field analyst – dubbed Analyst #3 in order to avoid emotional attachment – on assignment to the...
Tuesday, March 31, 2026
Books - Q1 2026
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The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success (5/5) Bought two copies of this, one to read an...
5 comments:
Thursday, March 26, 2026
Thursday Night Links
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The prospect of a sustained reversion in investment yields likely extends beyond the horizon of bargain-hunters’ binoculars. We may look b...
Tuesday, March 24, 2026
Will Attending an Investment Conference Make You Sad?
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Emerging markets investor Harvey Sawikin of Firebird Management has a funny post on his Substack, The Falling Knife , asking whether attend...
4 comments:
Monday, March 23, 2026
A Reply on "Places" by PdxSag
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[From our correspondent @PdxSag . His previous guest posts on CBS include What I've Learned the Past Decade , A "Wonderlic" T...
Thursday, March 19, 2026
Thursday Morning Links
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Trump has escaped other predicaments of his own making, but there is something different about this one. The attack on Iran is so wildly inc...
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