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Bulls, Bears & Bon Vivants

BenBersnacky

Poolside prognostication on investments, lessons, and life

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues8Founded3 years agoLast Issue3 years ago
Active

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benbersnacky.substack.com
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Latest Issues

Back in the Saddle

Apologies for the hiatus. I was called away to Munich by Macro Savant (whose recent substacks are must-read 🔥) to help stimulate the flagging German economy through large-scale purchases of beer, roast duck, and Bavarian hunting jackets (...

3 years ago
2
1

Equating Supermodels to Tobacco Equities

Important Items

China Does Tiny Things to Prop Up Market, Investors Don’t Care

In the past few weeks, the Chinese Government has shot water guns in an attempt to inflate speculative assets. First, they tried property stimulus measu...

3 years ago
3

Bringing Sexy Back to a Stock

First month down, thanks for reading!

Important Items of Last Week

Thoughts on the market

  • I grow more wary. We’ve had a nice run. The bullish side seems overly represented in positioning now. I own a few hundred bps of S&P pu...
3 years ago
1

Avoiding Errors and Reducing Costs by 5%

Welcome back!

What I felt was most important last week

Fitch Downgrade of US Treasuries

  • The downgrade provided an excuse for the market to take a breather. We got our first 1% sell-off in the S&P500 in more than a month. The...
3 years ago
2

A Company Where Everything Went Wrong

What I felt was most important last week

Japan’s Yield Curve Change

Japan continued to walk away from its rate controls and allowed its 10-year to drift up to 1% (from 50bps). While the US equity market shrugged it off, the commit...

3 years ago
1

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  • BenBersnacky

    Former L/S equity fund manager, current active public market investor. Traveler and collector of experiences and cowboy boots.

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