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Look Below the Placid Surface
The directors of such companies…being the managers rather of other people’s money rather than of their own, it cannot well be expected that they should…
Apr 26
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Paul Podolsky
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Look Below the Placid Surface
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Wealth, War & Rates
Readers, I was a guest on the Market Huddle podcast this week. Here is a recording if that’s of interest. I will also release a new podcast this…
Apr 19
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Paul Podolsky
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Wealth, War & Rates
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Bitcoin, Gold, Risk
Hello readers! Book #3, The Uncomfortable Truth About Money, is now available for pre-order. The publishers will release it just before the holiday…
Apr 12
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Paul Podolsky
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Bitcoin, Gold, Risk
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The Swing to Center
Letter from Istanbul, Cycles & Markets
Apr 5
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Paul Podolsky
6
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The Swing to Center
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Lucky America
Buenos Aires part 2, plus a podcast
Mar 28
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Paul Podolsky
2
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Lucky America
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Letter from Buenos Aires
This is a free post to give you a sense of what paid subscribers see. Writing these posts takes effort. If you value the content, sign up. Those funds…
Mar 23
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Paul Podolsky
4
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Letter from Buenos Aires
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Shifting Odds, High Stakes
“If a merchant should give silver to a trading agent for an investment venture, and he incurs a loss on his journeys, he shall return silver to the…
Mar 15
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Paul Podolsky
3
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Shifting Odds, High Stakes
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The Bust Within the Boom
“That I essentially am not in madness, but mad in craft.” Hamlet, 1603 THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN…
Mar 7
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Paul Podolsky
6
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The Bust Within the Boom
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Hedging the Election
Plus, a podcast with Congressman Jim Himes
Mar 1
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Paul Podolsky
2
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Hedging the Election
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Navigating an Inverted Yield Curve
“The more identities a man has, the more they express the person they conceal.” John Le Carre, Tinker Tailor Soldier Spy, 1974 THIS IS NOT INVESTMENT…
Feb 23
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Paul Podolsky
2
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Navigating an Inverted Yield Curve
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China's Deflationary Down Wave
Plus, a podcast with Jason Bedford
Feb 9
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Paul Podolsky
4
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China's Deflationary Down Wave
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The Outlook in Pictures
THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH. Prices are truth, in the way the temperature is truth…
Feb 2
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Paul Podolsky
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The Outlook in Pictures
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