Macro & Investing
Cycles, debt, and reading the economy like a value investor
Skim this topic →14 ideas
Buy American. I Am.
Warren Buffett · Op-Ed
The Superinvestors of Graham-and-Doddsville
Warren Buffett · Essay
Reinvesting When Terrified
Jeremy Grantham · Memo
Waiting for the Last Dance
Jeremy Grantham · Memo
The Race to the Bottom
Howard Marks · Memo
Sea Change
Howard Marks · Memo
Principles for Navigating Big Debt Crises
Ray Dalio · Book
The Changing World Order
Ray Dalio · Essay
The Fraying of the US Global Currency Reserve System
Lyn Alden · Essay
Bretton Woods III
Zoltan Pozsar · Memo
RIP Good Times
Sequoia Capital · Deck
Adapting to Endure
Sequoia Capital · Deck
20 Golden Rules from Peter Lynch
Peter Lynch · Book excerpt
The Memory Supercycle: When Demand Outruns What Physics Can Build
SK hynix (Chey Tae-won); TSMC; ASML · Framework