Credit Bubble Stocks

Thursday, May 7, 2026

Thursday Night Links

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Murray and Bregman and their fellow partners started the firm with ideas rather than money. They had none to manage and not even the $100,00...
Friday, May 1, 2026

The Buffett Puzzle

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Warren Buffett has described the ideal business with perfect clarity. "The best business," he once said, "is one that is a ro...
3 comments:
Thursday, April 30, 2026

Thursday Night Links

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Over the long run in infosec, the defensive side tends to win. There's a lot of deadweight loss in a hack, and hackers have a higher dis...
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...
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