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Unlike my parent blog Value Investing Substack, this blog is mainly focused on current issues in markets. The point of having two separate blogs is to keep the signal distinct from the noise - although arguable most of what I post here won’t be considered noise by many. It is also a way for me to keep a journal of sorts of what’s happening in the markets to reflect on later.
Come for the news, stay for the immensely detailed research reports!
