Something breaks, the gilets are out, knocks on private markets, happiness and who really owns a bank
Credit conundrum, long-term, defining the 2000s, calling extremes, Buffett in 2023 and technology shapes art
No landing, trad econ on ESG, health of the nation, T+1, listening and EMH
LDI redux, new news, a smart beta beef, the IC chair and Tesla's valuation
Peak passive, voting matters, geopolitics, word counts and Davos
Quitting, end of an era, stocks up, challenges to consultants, decision errors
Ideas that stuck, markets at year end, economics of Christmas and big drawdowns
Peak inflation, peak rates, peak Messi, peak Mariah ...
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