GoFundMe campaign Something 4 Bali 2 to help those in need in Bali, providing food to unemployed & caring for elderly & disabled who have no one else. Please consider sharing or contributing to this important cause. https://t.co/110gPLZ7vZ
@jam_croissant@maggielake Incredible interview. Your strength in the face of those major major losses in your life is an example to us all. Thanks for all you do, giving back.
Agreed. Napier has IMO the most complete economic framework for the world we are living in today. His Solid Ground newsletter is one of the highest signal-to-noise ratio publications out there, as is American Affairs btw.
Is Migraine an epidemic❓️
Migraine researcher and expert Dr. Angela Stanton explains❗️
Short clip ▶️▶️▶️
https://t.co/u1byu4dCyg
If you like these short clips, please 🙏 consider subscribing. Thank you !!
@MigraineBook
I strongly recommend watching Stan Druckenmiller’s full interview. He is probably the best macro investor of all time. I don’t think he’s ever had a down year.
He explains succinctly why he doesn’t think policy is restrictive. Hard to argue with him.
https://t.co/xMSLs41Uyh
Michael Burry's (@michaeljburry) Investment Strategy One-Pager
- Buy roadkill
- Sell when roadkill's been polished
- Care little about general market
- Focus on FCF & Enterprise Value
- Invest in Rare Birds
- Hold 12-18 Stocks
- Buy within 10-15% of 52-week low
Love it.
@MebFaber great podcast with @aaronvalue as always! One question with full respect. To what do you attribute the underperformance of TOKE vs other ETFs in the space in 2024? Or is this a classic contrarian case of invest in the manger who has underperformed....
The MacroDirt Podcast is about to go on a Pete Rose hitting streak with the 4th of July behind us. Look for me and @dailydirtnap to drop Episode 3 on Thursday.
Updated tally of overextended warning flags in daily data - discussed in the June comment
https://t.co/Usje0uozEG
This version restricts the red tally to periods when our primary gauge of market internals was also unfavorable. Not a forecast or stand-alone strategy. Just FYI.
My mid-year update of equity risk premiums, by country, up and running. In the first half of 2024, global equity risk premiums trended down, with the US leading the way. Webpage: https://t.co/IfY5XbiNdu, ERP data (by country): https://t.co/amUh9O5xkI