A Brave New World
Macro, Meta, Multiples and Margins
Momentum Mushed
Behind the Curtain
Blade and the Trough of Disillusion
Blade (BLDE) Update
Gems in the Junkyard
Policy Error and Peak Liquidity
The Potential of Psychedelics
O Bubble, Where Art Thou?
Saylor's Quotient
Capital One and Consumer Credit
Heat Check
Arbor Realty 4Q23 Preview
Frank Thoughts
The Tale of Two Chinas
The Great Moderation
A Skeptic's Guide to Bitcoin
The Other Lever