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Investing in Financial History
This newsletter provides commentary on current financial events by explaining them in the context of financial history. The newsletter draws from the book "Investing in U.S. Financial History," which arrives in bookstores in February 27 2024.
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Speculative Supply Chains and the Madness of Crowds
The American Story is One of Progress Forged in Suffering and Resilience
The Voluntary Blindness of Modern Finance
The Music Has Stopped in Private Markets
Born to Run: Evergreen Private Markets Funds
Incentives Are Dangerously Aligned in Private Markets
The Forsaken Playbooks of the Federal Reserve
The Gilded Age Circus is Back in Town
Americans Must Resurrect the Spirit of Alexander Hamilton
Buyers Beware of the Toll-Laden Bridges to Private Markets
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