A Havenstein Moment.
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Update 2
I should’ve known not to do this on a Friday…
Jul 19
•
Rudy Havenstein
37
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A Havenstein Moment.
Update 2
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16
Announcement
I have decided to end paid subscriptions.
Jul 19
•
Rudy Havenstein
87
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A Havenstein Moment.
Announcement
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38
Nothing's Shocking
We went crazy
Jul 16
•
Rudy Havenstein
57
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A Havenstein Moment.
Nothing's Shocking
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10
Dr. Green and the Goblins of Langley
"What's the frequency, Kennett?"
Jul 11
•
Rudy Havenstein
30
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A Havenstein Moment.
Dr. Green and the Goblins of Langley
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7
A World of Hurt
There’s almost a tsunami coming through
Jul 3
•
Rudy Havenstein
49
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A Havenstein Moment.
A World of Hurt
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6
June 2025
The Minsky Moment
Robbed by inflation
Jun 26
•
Rudy Havenstein
45
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A Havenstein Moment.
The Minsky Moment
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6
Some fires are best left to burn out
It's better to burn out, 'cause rust never sleeps
Jun 21
•
Rudy Havenstein
39
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A Havenstein Moment.
Some fires are best left to burn out
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5
This complete divorce of incentives
The QE drug is wearing thin.
Jun 14
•
Rudy Havenstein
47
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A Havenstein Moment.
This complete divorce of incentives
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14
David Dredge: The models are wrong
The dangers of economic fundamentalism
Jun 9
•
Rudy Havenstein
47
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A Havenstein Moment.
David Dredge: The models are wrong
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11
Chaos, ambiguity and uncertainty
Blatant lies
Jun 7
•
Rudy Havenstein
51
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A Havenstein Moment.
Chaos, ambiguity and uncertainty
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6
The Acquirer's Multiple: Tobias Carlisle and Jake Taylor
June 3, 2025
Jun 4
•
Rudy Havenstein
33
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3
1:01:10
There is No Average
Your home is shelter.
Jun 3
•
Rudy Havenstein
51
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A Havenstein Moment.
There is No Average
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22
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