A Havenstein Moment.

Observations, opinions and insights on business, stocks, the markets and anything else I want to write about.

My personal Substack

Your guide through the madness of Macroeconomics, Finance, Business and Technology

Daily, weekly, and monthly investment research and analysis for individuals from Bill Bonner, Tom Dyson, Dan Denning, Joel Bowman, and others members of our private research network.

Analyzing the madness of crowds with help from Ric Flair and Benoit Mandelbrot

Liberty. Finance. Bullshit.

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The Rational Walk publishes articles for curious readers who are interested in business, investing, personal finance, history, philosophy, and books.