Capital Misallocation
Capital Misallocation, The Blind SquirrelCapital Markets, Capital Misallocation, Trade Ideas, and Random Musings
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 103 | Founded | 5 years ago | Last Issue | 4 days ago |
| Active | |||||
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capitalmisallocation.comLatest Issues
The Railway Hallucination: The Infrastructure That Outlived Its Shareholders
Why the AI infrastructure boom is bound to the same arithmetic of the 1840s British Railway Mania and What it Means for Your 401(K)
Capital Misallocation™ · Essay #3
AI ROI Framework is Broken!
Benny & The Squirrel Ep. 68 - Introducing a New Framework to Analyze AI ROI
Episode 68 was recorded at 7pm EST on Sunday 12th July, 2026. Don’t miss this week’s guest show on Thursday. Dave Dredge, CIO of Convex Strategies, and master of v...
Banks: Exit Stage Right!
Benny & The Squirrel: Ep. 67 with Charlie Peabody
In Episode 67, Benny & The Squirrel welcome back our regular guest Charlie Peabody. Charlie is a partner and the founder of financials specialist Portales Partners.
Impending DRAM-a??
Benny & The Squirrel: Ep. 66 - Unmissable Sunday Show
Episode 66 was recorded at 7pm EST on Sunday 5th July and the Squirrel was fortunate enough to get a rain delay for the England vs Mexico match providing the window to record without sa...
The $40bn Fund That Won't Let You Out
Benny & The Squirrel: Ep. 65 with Laks Ganapathi of Unicus Research
In Episode 65, Benny & I were joined by Laks Ganapathi, Founder of Unicus Research and Portfolio Manager at Minerva. Unicus Research provides actionable, short-focused inv...
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Authors
The writers behind this newsletter.
Benjamin Brey’s Substack. I am an optimistic cynic who has spent his entire career since age 20 on the buy side as an analyst / trader / PM. I love exploring markets, history, philsophy, music, and providing some insights along the way.
Macro for Civilians. Hunting for acorns in the market for 30 years.
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