Oil Shock or Nah (and the Machinations of Iran's Biggest Customer)
Riffing on the oil shock that isn't (yet), and a 'Beggar thy Neighbor' reprise
Random Walk
"A multidisciplinary cast of mind . . . with a yen for synthesis." - Charlie Munger (about himself, not Random Walk)
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TSOH Investment Research
Arnold Kling
Rich Holmes
Matthew C. Klein
CalculatedRisk by Bill McBride
Important Things