BobbyGiggz·Oct 10Enforcing Financial Physics: The Sovereign Collateral Protocol (SCP) and the Replacement of…Summary Statement: An analysis of historical sovereign debt failures and a structural proposal for using escrowed, redeemable gold…
Duane Brecklin·Oct 3Duane Brecklin: Why Stepping Away From the Screen Can Improve Market JudgmentA lot of market work happens in front of a screen.
Aurelio Basave·Aug 27Aurelio Basave: When I Start Watching a Position Too CloselySometimes I realize I have opened the same chart five or six times in an hour.
Osric Langevin·Apr 29Osric Langevin | What Discipline Improved This AprilAs a month draws to a close, many investors naturally focus on outcomes. They revisit what moved, what surprised them, and which moments…
Osric Langevin·Apr 23Osric Langevin | What Makes a Market View ActionableOne of the most useful distinctions an investor can learn is the difference between a market view that is interesting and a market view…