Credit Bubble Stocks
Friday, September 18, 2020
A good many times I have been present at gatherings of people who, by the standards of the traditional culture, are thought highly educated...
Thursday, September 17, 2020
@pdxsag Guest Review of The Analyst by "Y.N."
With the absurdity of the Snowflake IPO today (market cap $60B, >100x sales, Berkshire-Hathaway subscribed for $250M shares at the IPO p...
Friday, September 11, 2020
Will be interesting to see if that corner molding holds up over time. The cheap stuff is mostly air, the better stuff has more plastic cont...
Tuesday, September 8, 2020
Guest Post: @pdxsag on Episode 5 of The End Game by Grant Williams and Bill Fleckenstein
This is a new feature from our correspondent @pdxsag . He has volunteered to “sit through podcasts so we don't have to.” Although, he...
Monday, September 7, 2020
Labor Day Links
When it comes to freedom of association, the government arm of the ruling class is absolutely ruthless in declaring everything a “public ac...
Tuesday, September 1, 2020
Cryptocurrency Link Compendium
While the supply of bitcoins might be finite, the aggregate supply of digital currency as a whole, including Ethereum, Litecoin, and all ...
Monday, August 31, 2020
Tesla at $500 Billion
He did it. The fully diluted market capitalization is over $500 billion. It's bigger than every other U.S. public company except App...
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