Capital Misallocation
Capital Misallocation, Hugh Hendry, Nadine TermanCapital Markets, Capital Misallocation, Trade Ideas, and Random Musings
| Platform |  | Pricing | Only free issues |
|---|---|---|---|
| Publishes | Weekly | Issues | 27 |
| Subscribers | Read | capitalmisallocation.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Market Dynamics, Investing, & Trading Strategies with Michael Harris
In Episode 21, Nadine and Ben welcome Michael Harris, founder of Price Action Labs, to discuss the complexities of market dynamics, investing and trading strategies. Michael shares his extensive background in engineering and finance, emphas...
Is the Dollar Bull Run Doomed?
#### Just Think About Whether This Dollar Run Can Continue?
Fundamental Stock Picking with Brad Lundy
In episode 19, we welcome Brad Lundy, founder and CIO of Butler Hall Capital, to discuss his investment philosophy and the current state of stock picking based on fundamentals. Brad shares insights on identifying investment opportunities in...
China: Past, Present, & Future with Michael De Clercq
In this episode, Nadine and Ben engage with Michael De Clercq, a seasoned entrepreneur with 50 years of experience doing business in China. Michael shares his journey to China in the 1970s, the evolution of sourcing and trade relations, and...
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Authors
The writers behind this newsletter.
Cynic and Optimist Exploring Epic Mistakes to Gain Future Wisdom
Hugh Hendry exposes the fragility of genius, thriving on dissonance and the involuntary actions of markets. Known as the acid capitalist, he embraces paradox, seeking absurd truths while finding tranquility in the chaos, living in serene St. Barts.
CEO and CIO of Solstein Capital, LLC
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