*Some articles may require paid publisher subscription
- BRK: Berkshire Hathaway (1)
- The Arithmetic of Empire: Venezuela and the Restructuring of Hemispheric Order
- US Took Venezuela. Here’s How Markets Reacted.
- BPR Week in Review: Point of No Return
- The Bear Cave #307
- IMPORTANT NOTE TO SUBSCRIBERS
- Secret Agent Bond
- 10 Stocks That Crushed 2025
- China’s Trade Surplus, Part II
- Update: Poper Co (5134 JP)
- Growth Dragons Weekly: China Accepts Slower Growth, But Investors Are FOMOing Into Chip IPOs
-
The Santa Claus Rally Is On Life Support
- Interest Rate & FX Strategy: The Hidden Structure Behind Dollar Weakness
- Tempting Target
- Model Portfolios | January Update
- 2025’s TRADING WISDOM
- Get Ready For A Major Change.
- My 5 Favorite Not Boring Essays of 2025
- Why ‘Buy the Dip’ Keeps Working Even When Everyone Says the Economy Is Terrible
- Two Stocks at 30%+ Discounts, a Buffett Question & My 2026 Pivot