What happens if we default, the best long-term investment, a great TCAF, and more things I chewed on last week
Michael Batnick
These Are the Goods
Here’s what I chwed on last week
These Are the Goods
Here’s what I chewed on last week
How Much Can We Take?
It’s incredible how much we’ve been through over the past few years.
These Are the Goods
The age of surplus, prooductive bubbles, the horror genre, and more things I chewed on this week
Scale up, Scale Down
The cloud is changing how businesses do business
These Are the Goods
here’s what I chewed on last week
Lucky in Life
Your life is the roll of a hundred dice each with a dozen numbers.
No Sellers, No Buyers
Sellers are anchored to 2021, and buyers are anchored to their checking accounts.
These Are the Goods
Dimon is the new Bufett letter, are things worse now, why you shouldn’t mix A players with C players, and more things I chewed on last week