A Havenstein Moment.

A Havenstein Moment.

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A World of Hurt

The Minsky Moment

Some fires are best left to burn out

This complete divorce of incentives

David Dredge: The models are wrong

Chaos, ambiguity and uncertainty

The Acquirer's Multiple: Tobias Carlisle and Jake Taylor

There is No Average

The Ouroboros

If it's such a great trade, why are you offering it to me?

Extraordinarily Bullish

Tim Price and Paul Rodriguez

The dumbest idea in the entire history of finance is back!

The Shadow of What Was

Special Cinco de Mayo edición!

The financialization of everything

Talking with Maggie Lake

This would have happened anyway.

Knocking down firewalls

Boom Days In Wall Street

I'm not too big to fail

Casino!

Assets Are Ephemeral

Risk Presents Itself

Deterring Democracy

Janet Goes To Pimco

Zach Abraham, Demetri Kofinas and Me

Playing God

Bessent is so very, very different.

Déjà Vu All Over Again

Before the Deluge, Part 3

The trick is to survive

All right, Fate. Let's see what you got.

A false perception of safety

How to Fix America’s Accountability Crisis

Pennies from Heaven.

The Corruption of Money

The irredeemable trash of a thousand shinplaster debt factories

Jim Grant and Chris Whalen

Ordinary People

Ben's Kontrarian Korner with Paulo Macro

Old School Tony Deden

Heresies for Lab Rats

A Debt Refinancing World

© 2025 Rudy Havenstein, punching up.
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