Insider Newsletter: Issue #334
Builders, parasites, debt spirals, and silent inflation taxes...this week's deep dive into markets, Bitcoin, and five stocks worth watching. Click to read.
Capitalist Exploits
Capitalist Exploits is dedicated to finding asymmetric risk/reward investment opportunities. We publish 2-3 free articles per week and our Insider Newsletter (for paying subscribers 1-2x/mo).
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Dying Isn't Dead
What the market's reaction reveals about Diageo's stock after catastrophic news and the future of the global spirits industry...
Permission Slips
Nobody has to take your money. They only have to stop saying yes.
Insider Newsletter: Issue #333
Inside the global chaos shaping markets, from Persian tensions and EU censorship to value investing traps and deep analysis of the world's biggest spirits co...
The Lifeguard
The most reliable indicator of who gets wiped out in a crisis isn’t their asset allocation. It’s whether they’ll act on their own analysis before the crowd catches up.
Insider Newsletter: Issue #332
Turkey's quiet Treasury dump, energy pivot toward Russia, and open rivalry with Israel reveal a deliberate geopolitical repositioning hiding in plain sight
Paper Profits
The most spectacular earnings growth in the history of large-cap tech is being manufactured in a spreadsheet. Here’s the machinery.
Priced for Peace
The oil price is falling and the war is supposedly winding down. Wall Street has decided that means the inflation is over. They have the machinery exactly backwards.
Nothing Trades, Nothing Prices
The smartest money in the room is quietly heading for an exit it told everyone didn’t exist.
Net Worth in Calories
You are counting your wealth in a unit the people who issue it can conjure at will. That is not a measurement. It is a magic trick, and you are the audience.