The Charlie Munger Manifesto / PDF
10 Wednesday AM Reads
My mid-week morning plane reads: • The Fed Matters Less Than You Think: Listen, I’m not saying the Fed’s rate hikes had no bearing...
Transcript: Michael Fisch
The transcript from this week’s, MiB: Michael Fisch, American Securities, is below. You can stream and download our full...
10 Tuesday AM Reads
My Two-for-Tuesday morning Vegas reads: • The U.S. Economy Is Booming. Or Stagnating? The Mystery of the Missing Interest. The latest...
10 Monday AM Reads
My Market Counsel morning Vegas reads: • 7 Deadly Stocks: Mega cap tech got destroyed in 2022. Google fell -46%, Amazon -56%, Nvidia...
2025 Tesla Cybertruck
Earlier this week, as we awaited the introduction of the actual production vehicle of the Cybertruck, I jotted down some thoughts...
10 Sunday Reads
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • A Trump dictatorship is increasingly...
MiB: Michael Fisch, American Securities
This week, we speak with Michael Fisch, CEO and co-founder of American Securities, a $27-billion dollar private equity...
10 Weekend Reads
The weekend is here! Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: •...
Forecasting Recessions
The chart above shows that 84% of CEOs are forecasting a recession over the next 12 months, 69% of Consumers saying the...