| | Ray Dalio, LinkedIn In my last post, I described the big cycle template, consisting of the five major forces. Today's post is the follow-up I promised, focusing on the great power conflict and what's going on with China. READ MORE |
| | Jeff Sommer, NYT Economic downturns are rough on stocks, but history shows that handsome returns can pile up anyway if you stick with it. READ MORE |
| | David Bahnsen, National Review David Bahnsen and Henry Walker vigorously defend banking and how it ought to be in this captivating episode of the Capital Record. READ MORE |
| | John Tamny, RCM "On the field of war what is at stake is the thing that matters most to any man - the saving of his own skin." Leo Tolstoy, War and Peace, p. 889 The quote from Tolstoy's War and Peace is a useful... READ MORE |
| | Katherine Lynch, Morningstar Managers debate where to find value. READ MORE |
| | David Stevenson, CityWire Finding investment anomalies is fun but what works on (academic) paper doesn't always result in a successful ETF. READ MORE |
| | Ananya Bhattacharya, Quartz Amazon's first-quarter results showed that both companies and consumers are spending less on its services READ MORE |
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