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Questions for pullbacks
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Dormant Last read · last published · next check
Read 7 days ago and current, but nothing has been published for 2 years.

Questions for pullbacks
And New Opportunities
Winning themes, sectors, and names in 2024: MedTech, Shipping, Security, Biotech, Rest of AI

What Is Mr. Market Thinking?
And what you should keep in mind for the future

Macro Morsels: The Mighty Mississippi is a Mudpit | The Amazon Desert | The Dominance of US Wine

A Yield Curve Primer To Make Sense of Your Money

Nuggets of insight to live by from a leading VC

Sorry, Taylor, Beyonce, and Barbie can't help.

3 key themes deciding the next direction