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Vol. 3, No. 10 — The glass ceiling
Lawmakers should remove America's debt ceiling; The S&P 500 is fairly valued; Energy stocks are cheap; The case of the missing deposits; Value in…
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Edmund Simms
Vol. 3, No. 9 — Landing a new tax
Existing taxes should be replaced with a single land tariff; Stock valuations have stabilised; Traders think a recession is inbound, but deficits and…
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Edmund Simms
Vol. 3, No. 8 — The God delusion: How tech-bros mistook operating leverage for genius
Tech companies and investors have discovered that operating leverage is a double-edged sword; The S&P 500 is fair value; A recession looks increasingly…
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Edmund Simms
Vol. 3, No. 7 — Banking on bargains
Bargains amongst regional American bank stocks. Markets have calmed down a bit. Energy firms are reinvesting like mad. No recession in sight. Value in…
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Edmund Simms
Vol. 3, No. 6 — The bank the Bay built
The demise of Silicon Valley Bank. Stocks are fairly priced. The Fed rolls out a new bank liquidity support facility. Value in pork belly.
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Edmund Simms
Vol. 3, No. 5 — Slaying the stimulus scare-bug
Supply chains, not government spending, caused inflation. Stock valuations have thrashed back and forth. Bond traders might be wrong about a recession…
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Edmund Simms
Vol. 3, No. 4 — Interest rate holes in the hull
Can higher interest rates cause higher inflation? Stocks look like fair value. Deficit spending and bank lending has supported America's economy. Value…
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Edmund Simms
Valuabl
Valuabl
Financial analysis with a value-oriented perspective. Helping bankers make smarter investment decisions.
Books
The Little Book of Big Bubbles
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About Valuabl
Contact: valuabl@substack.com

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