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Playing The Player Update: Another Major Buy Signal

Playing The Player Update: Another Major Buy Signal
EM Hoodwinking Investors And A BIG Bond Short

EM Hoodwinking Investors And A BIG Bond Short
Michael Mauboussin – Breaking Down A Market Edge

Michael Mauboussin – Breaking Down A Market Edge
Nintendo (NTDOY): Recurring Revenue Model With Long Runway For Growth In Smartphone Market

Nintendo (NTDOY): Recurring Revenue Model With Long Runway For Growth In Smartphone Market
The Danger Of “Vision Macro” And How To Avoid It

The Danger Of “Vision Macro” And How To Avoid It
Investing In Shipping Stocks: Lessons From Walter Schloss

Investing In Shipping Stocks: Lessons From Walter Schloss
Market Murmurations And 60 Million Frenchmen

Market Murmurations And 60 Million Frenchmen
Stock Shopping List For 2019

Stock Shopping List For 2019
Full Capitulation In US Stocks Not Here Yet

Full Capitulation In US Stocks Not Here Yet
Uber Cannibals, Bond Traders vs Stock Traders, And The Power Of Now

Uber Cannibals, Bond Traders vs Stock Traders, And The Power Of Now
The Bullish Case For US Stocks

The Bullish Case For US Stocks
Walt Disney’s Paper Route And The Spread Of Ideas

Walt Disney’s Paper Route And The Spread Of Ideas

A Looming Global Recession And A Short Metals Trade
Steve Cohen On Markets And The Inventor Of Candlestick Charts On Trading

Steve Cohen On Markets And The Inventor Of Candlestick Charts On Trading
The Laws Of Human Nature, Munger On Stock Picking, And A Bearish Sign For Bonds

The Laws Of Human Nature, Munger On Stock Picking, And A Bearish Sign For Bonds
China Won’t Bail Out Global Markets This Time Around

China Won’t Bail Out Global Markets This Time Around
Uranium, Unemployment Cycles, And The Fat Pitch

Uranium, Unemployment Cycles, And The Fat Pitch
Modern Monetary Theory And YouTube Nostalgia

Modern Monetary Theory And YouTube Nostalgia
My Notes On Druck, Investor Letters, Stock Pitches, And A Short Dollar Call

My Notes On Druck, Investor Letters, Stock Pitches, And A Short Dollar Call
My Notes On The Druckenmiller Real Vision Interview

My Notes On The Druckenmiller Real Vision Interview

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