If you’ve never read, ‘The Anguish of Central Banking’ by Fed Chair Arthur Burns, Sep ‘79, it should be required reading. It’s exhibit 1A…The Fed has arrived @ the 🔫 fight with a🔪 & is destined to lose its battle with inflation. fraser.stlouisfed.org/files/docs/pub…

Let me be clear: I think #TSLA isn't a stock, it's a cult, and Musk is a snake oil salesman, albeit a very skilled one. The question is whether he is good enough to push #Tesla stock above a PE of 230, which for the last 5 years has capped the rally?

People who don't call their parents after moving out aren't heartless, they are... ‼️‼️

If you want to be a top 1% decision maker, start here:

This will be my final post on the private credit/syndicated loan topic; I've written about it from every angle I can think of in a series of posts. I realize much of this is simply too overwhelming to comprehend & appreciate, especially the magnitude at which this exists. There

Celebrating 35 years of investment wisdom from Howard Marks! Oaktree Capital has compiled all of Howard Marks' legendary memos into one complete collection. A must-read for anyone interested in thoughtful, long-term investing: oaktreecapital.com/docs/default-s…

5/ While it's a complicated LOOKING formula, implied correlation is the value p that solves the following equation:

Daniel Yergin was recently on the Odd Lots podcast with Tracy Alloway and Joe Weisenthal. A great listen as usual. Around the 20 minute mark Mr Yergin discusses the 5 prior cycles/periods of "Peak Oil" worries I have read Yergin's book several times. So much that my original

“Breathtaking” fraud and contagion in Auto spreads…oopsie Carvana! Meanwhile in mortgage, delinquency on the rise with foreclosures showing a banger of an increase YOY and MOM And, what surprisingly strong September home sales tell us about what’s next m3melody.substack.com/p/calling-the-…

Curia Investment Show #6: Tesla & Elon Musk, Congress & Trump Tariffs, Job Losses x.com/i/broadcasts/1… #ElonMusk #Tesla #StockMarket #Trump #DonaldTrump #Tariffs #tariffwar #UnemploymentRate #Unemployment

Understating depreciation by extending useful life of assets artificially boosts earnings -one of the more common frauds of the modern era. Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful

🚨🌎 WE ARE ENTERING THE MOST DANGEROUS ERA SINCE WORLD WAR II Borders are shifting. Wars are spreading. America is pulling back, China is pushing forward, and Russia is gambling everything. ian bremmer says the global system that kept the world stable for decades is dead, and

Ex-Google CEO's BANNED Interview LEAKED: "You Have No Idea What's Coming" Ex-Google CEO Eric Schmidt recently made headlines with some controversial comments about AI during an interview conduced at Stanford University. This interview was taken down at his request after he

"Most people do not subscribe to the idea that a few narrow sectors drive all the booms and busts." blog.epbresearch.com/p/you-could-ha…

The S&P 500 is now still 37% below the +2σ line, which has marked every market top for two centuries. Higher.

How to size your position when you’re winning

x.com/i/article/2001…

Worldwide economic growth is expected to outperform consensus estimates next year, according to the Macro Outlook 2026 from Goldman Sachs Research. Read the 2026 Outlook: click.gs.com/9dmg

Foundations: The Psychology of Investing in the Information Age The Warren Buffett Archive, AI, and Decision-Making In his seminal book, Influence, Cialdini describes “Fixed Action Patterns” deeply embedded in the human mind. In short, they are: Scarcity: The more limited

Mark Minervini (35000% Returns).📊 Strategy - SEPA Technical Setup👇🎯 #trading