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Russell Napier: We Are Headed Towards a System of National Capitalism

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The latest piece from Russell Napier is a must-read for all investors. The TL;DR: • The world is moving to National Capitalism (Reshoring) • Everyone will choose to inflate their debt away • Don't own the S&P 500 ___LINEBREAK__... See more

Brandon Beylo

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Capital Returns

Edward Chancellor • 40 highlights

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America, China, and the Death of the International Monetary Non-System - American Affairs Journal

Russell Napier americanaffairsjournal.org

Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least

Antti Ilmanen

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Geopolitical Alpha: An Investment Framework for Predicting the Future

Marko Papic

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Cover of Geopolitical Alpha: An Investment Framework for Predicting the Future

Nick Sleep is one of the most successful yet little-known investors in the world. He achieved a CAGR of 20.8%. His Shareholder Letters are a must-read for every investor. Here are the 8 Key Takeaways from over a decade of Letters (+Free PDF) https://t.co/btx0nwEr68

Daniel

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Bulls, Bears and Other Beasts

Santosh Nair

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Page Not Found – Collab Fund

Morgan Housel collaborativefund.com