Investment Ideas

• 12/29/2023

  The Stock Market Has Bad Breadth: The Big Point

• 12/28/2023

  Bank Lending Disorder?

• 12/27/2023

  So, This Is What Political Risk Looks Like!

• 12/27/2023

  So, This Is What Political Risk Looks Like! (The Big Point)

• 12/26/2023

  Private Equity Performance Collapse

• 12/26/2023

  Private Equity Performance Collapse: The Big Point

• 12/25/2023

  Noteworthy News: Oil and Gas Majors

• 12/23/2023

  Don’t Worry, Be Happy

• 12/23/2023

  Don’t Worry, Be Happy: The Big Point

• 12/21/2023

  California’s Green Energy Dream And Nightmare