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Vol. 4, No. 8 — Playing with matches
Inflation is running hot; The solar eclipse drove a mini spending boom; Argentina's newish president wants to take a hatchet to inflation; Stocks are…
Apr 12
Essays
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Overvalued
Stocks still look expensive. A correction shouldn’t be too far away.
Apr 12
Hatchet job
Argentina's newish president wants to take a hatchet to inflation. These axe swings will cut inflation, but they'll also kill people.
Apr 12
I’m being followed by a moonshadow
The solar eclipse this week drove a mini spending boom
Apr 12
Investment ideas
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Investment idea — Vol. 4, No. 8
The market has underestimated how higher interest rates have boosted rich families’ spending power
Apr 12
Investment idea — Vol. 4, No. 7
The market leader in a growth industry whose stock is cheap
Mar 29
Investment idea — Vol. 4, No. 6
A high-quality company with undervalued shares offering much more upside than downside at the current price
Mar 15
Recent posts
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Vol. 4, No. 7 — The human touch
Artificial intelligence won't replace creatives; The good side of financial bubbles; Trump Media is an overvalued load of SPAC; Traders are incredibly…
Mar 29
Vol. 4, No. 6 — Tick-tock for TikTok
Banning a Chinese social media app; Rents and inflation will fall; The market is overvalued but keeps going up; Value in digital signature software
Mar 15
Vol. 4, No. 5 — r/IPO
What you need to know about Reddit's IPO; Australian iron ore miners needn't worry about China's housing collapse; Markets look a bit frothy; Value in…
Mar 1
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