Archive - Stocks, Quants, and Global Market Shocks

Unlocking the Secrets of American Corporate Profitability: Why Profit Margins Soar

Decoding the Kalecki-Levy Profit Equation to Navigate Economic Shifts and Policy Impacts

1 hr ago •

November 2024

Valeura Energy (100% Upside)

VLE CN (ref price 5.19)

Nov 27 •

Calumet Inc (CLMT)

I will start with the 90 second pitch à la Bill Miller, the whole analysis can be found afterwards.

Nov 25 •

US Market Valuation: One for the History Book?

The notebooklm audio overview

Nov 21 •

First the 90 seconds pitch à la Bill Miller followed by the long pitch.

Nov 12 •

January 2024

January 21, 2024

Jan 22 •

December 2023

December 11, 2023

Dec 12, 2023 •

October 2023

October 30, 2023

Oct 31, 2023 •

October 17, 2023

Oct 18, 2023 •

October 10, 2023

Oct 11, 2023 •

September 2023

September 26, 2023

Sep 26, 2023 •

September 18, 2023

Sep 18, 2023 •

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