MacroOps
The Psychology Behind Managing A 20 Bagger….
The Knock-On Effects Of A Deleveraging China
Ray Dalio On Debt Cycles, A Long Tech Trade, And God Walking With The Devil
Value Briefs
Warning – A large amount of EM corporate high yield USD debt is maturing in the coming years
Value Briefs
It’s Late Cycle!!! Is It? And Chicken Soup For Your Portfolio
A Comprehensive Reading List For Global Macro Traders & Investors
Value Briefs
YouTube Boxing Event And Some Soros Wisdom
Value Briefs
The Gerschenkron Growth Model – like Japan and Russia before it, China’s economic “miracle” is anything but…
Value Briefs
The One Thing… China’s Slowdown And The Rough Road Ahead For EM
Value Briefs
Stolen Press Releases, Market Tops, And A Long In Gold
Value Briefs
How To Implement Cheap Black Swan Protection
Value Briefs
The Human Trader’s Secret Weapon
Value Briefs
A Chinese Frankenstein, Fallen Angels, And A Pitch To Buy T-Notes
Value Briefs
The Guy Who Manages Charlie Munger’s Money And Some China Stuff
Value Briefs
Esports, Essentialism And A Facebook Trade
Value Briefs
Value Investing Is Dead, Long Live Value Investing
Value Briefs
The Principle Of Bubble Rotation
2018 Investing Lessons
Value Briefs
