Preparing for a long bear market and identifying the next growth opportunities

Speculative Bubbles in the 21st Century & Asymmetric Upside

Michael Dempseymhdempsey.substack.com
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Startups and Macro Risk

Albert Wengercontinuations.com

Trading the metagame

Cobiecobie.substack.com
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Speculation: A Game You Can’t Win

Lawrence Yeomoretothat.com
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Cyclicality & What's Next

tolkspage1.substack.com
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