A daily look into the thinking of veteran macro investor Bob Elliott as he navigates some of the most challenging market dynamics he's seen over his career.
Cassandra Unchained is now Dr. Michael Burry’s sole focus as he gives you a front row seat to his analytical efforts and projections for stocks, markets, and bubbles, often with an eye to history and its remarkably timeless patterns.
Commentary on Selected Investment Ideas/prospects from ASB Partners. Not Investment Advice. These are more notes of general interest. I may not own and/or buy or sell any of these stocks. Please do your own work! LMK know if you have anything to add.
A newsletter that searches for the truth in financial markets while understanding how narratives can help shape investment decisions.
This newsletter is for family offices, wealth advisors, and investors who don’t have time to follow every macro twitch
Deep dives on Northern European mid-caps seeking non-consensus ideas and targeting 20%+ CAGR. Private investor with Nordic roots. Independent and long-term perspective.