Your Thursday Investment Fix | Dan Mikulskis | Substack

Something breaks, the gilets are out, knocks on private markets, happiness and who really owns a bank

10 hr ago

New Top Community

Credit conundrum, long-term, defining the 2000s, calling extremes, Buffett in 2023 and technology shapes art

Mar 9

No landing, trad econ on ESG, health of the nation, T+1, listening and EMH

Feb 23

LDI redux, new news, a smart beta beef, the IC chair and Tesla's valuation

Feb 9

Peak passive, voting matters, geopolitics, word counts and Davos

Jan 26

Quitting, end of an era, stocks up, challenges to consultants, decision errors

Jan 12

Ideas that stuck, markets at year end, economics of Christmas and big drawdowns

Dec 29, 2022

Peak inflation, peak rates, peak Messi, peak Mariah ...

Dec 15, 2022

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