Curating The Latest Deep Dive Investment Insights
| Platform |  | Pricing | Freemium | Publishes | Daily |
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| Issues | 183 | Founded | 2 years ago | Last Issue | 7 days ago |
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georgenoble.substack.comLatest Issues
Sam Kovacs | David Nicoski | Robert Justich | Matt Polyak.
1. Strategic Actions and Decisions
- Monitor Cushing Inventories as a Leading Indicator: The most immediate catalyst for an oil price spike is not headlines, but the physical drawdown of Cushing, Oklahoma storage tanks toward their 2...
THE LIQUIDITY KING SPEAKS
Michael Howell has been remarkably prescient and has had the single best call on markets in recent years, bar none!
He accurately called the bear market at the end of 2021 and correctly called the bottom in the fourth quarter of 2022.
He...
This scheme is literally straight out of the Enron playbook...
Nvidia is buying its own chips and calling it revenue.
And your retirement account is secretly holding the bag.
In January 2026, a special purpose vehicle called Valor Compute Infrastructure was created with one purpose:
Buy Nvidia's chi...
AI: The Biggest Capital Misallocation in History
1. Strategic Actions and Decisions
- Audit and curb open-ended token usage: Organizations must transition away from “token maxing” (unregulated, high-volume AI usage) and implement strict cost-control measures to avoid catastrop...
This only happened three other times since 1992
John Hussman just published one of the most important pieces of market analysis I have read this year and every serious investor needs to read it.
His warning flag system just triggered at levels only seen THREE other times since 1992.
O...
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Authors
The writers behind this newsletter.
Accomplished investor with 45 years of experience. Managing Partner of Noble Capital Advisors and the author of The Noble Update.
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