Weekly Investment Reads – 9/1/19

Some of the most interesting articles I read this week: How Worried Should We Really be about an Inverting Yield Curve? – LT3000’s thoughts on the importance of first principle thinking when analyzing markets, particularly with regards to the inverted yield curve. It’s definitely an interesting take, although I wonder how investors like us should … Continue reading Weekly Investment Reads – 9/1/19

Weekly Investment Reads – 8/25/19

Some of the most interesting articles I read this week: Thinking Aloud about Bank Margins - Part 1 - Bronte Capital's thoughts on the Eurostoxx Bank Index, spurred by Raoul Pal's recent Twitter post Thinking Aloud about Bank Margins - Part 2 - Part 2 of the above, with an interesting case study on Lloyds Shipping Update - Kuppy's … Continue reading Weekly Investment Reads – 8/25/19