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Day: December 18, 2021

A Trivia Lover’s Delight

December 18, 2021December 20, 2021

The pandemic era continues to be a market trivia lover’s delight. Seemingly every week we

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6 Comments on A Trivia Lover’s Delight

Pyramid Scheme

December 18, 2021December 20, 2021

In the three weeks following the Thanksgiving holiday in US, investors were subjected to a

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31 Comments on Pyramid Scheme

Monthly Letter+

  • Deterioration, Dissolution And Default

    May 29, 2023May 29, 2023

Week’s News

Dam It

June 6, 2023June 7, 2023

Zeitgeist 2023

June 3, 2023June 5, 2023

US Jobs Report Is Goldilocks With Caveat

June 2, 2023June 3, 2023

Rallies And Epochs

May 31, 2023June 1, 2023

China’s Rebound ‘Over’ Amid Dour Data, ‘Miserable’ Stocks

May 31, 2023June 2, 2023

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  • Zeitgeist 2023
    Zeitgeist 2023
  • Lessons From The Apparent Nord Stream Coverup
    Lessons From The Apparent Nord Stream Coverup
  • Dam It
    Dam It
  • Goldman Cuts US Recession Odds, 'Undoing' SVB-Inspired Revision
    Goldman Cuts US Recession Odds, 'Undoing' SVB-Inspired Revision
  • Chinese Economy Can't Win For Losing
    Chinese Economy Can't Win For Losing

Recent Comments

  • John Liu on Canada Restarts Rate Hikes, Warns Inflation ‘Could Get Stuck’ Higher
  • fredm421 on Lessons From The Apparent Nord Stream Coverup
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  • John Liu on ‘Worst Liquidity Contraction Since Lehman’ Adds To Bear Case
  • Emptynester on Dam It

Monthly Letters

Deterioration, Dissolution And Default

May 29, 2023May 29, 2023

Reinventing Wheels

April 23, 2023May 29, 2023

Lost At Sea

March 11, 2023April 29, 2023

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