Credit Bubble Stocks
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...
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...
Saturday, March 7, 2026
Natural Gas-Fired Memos
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A friend of ours recently used Claude, the LLM built by Anthropic PBC, to draft a letter to a public company CEO with suggestions for improv...
Saturday Morning Links
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Imagine that every day you wake up in your left-bank apartment, and the city has meaningfully morphed into some magically strange variant of...
1 comment:
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