𝑉𝑎𝑙𝑢𝑎𝑏𝑙 | Edmund Simms | Substack

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

Stocks still look expensive. A correction shouldn’t be too far away.

Apr 12

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

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

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

𝑉𝑎𝑙𝑢𝑎𝑏𝑙

𝑉𝑎𝑙𝑢𝑎𝑏𝑙

An independent, value-oriented journal of the capital markets

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The Little Book of Big Bubbles

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