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Capital Markets, Capital Misallocation, Trade Ideas, and Random Musings

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  • Capital Misallocation

    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.

  • The Blind Squirrel

    Macro for Civilians. Hunting for acorns in the market for 30 years.

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