Heresy and Liberty
Anton WahlmanFreedom and Finance
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 128 | Subscribers | Read | antonwahlman.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
You’re not bearish enough: My doomsday scenario
I’m sorry for ruining your appetite, but this is going to read like I’m the doctor giving you the Stage 4 cancer diagnosis. What I am about to tell you is that you are not assigning this extremely bearish scenario a probability high enough....
Aaaand it’s TACO Monday
You’ve all seen the news this morning, both steps happening within about an hour after 7am ET: Trump said he’s been negotiating with our war opponent, the Mullah regime in Iran, about some sort of peace agreement. Iran responded by saying t...
Credit quality is deteriorating across the board
It looks like we are within a couple of years away from a major credit crash, at least driven by and from the U.S., and it could lead into a global phenomenon as well. I am talking about all forms of credit here, as I see the credit quality...
Horrible stock market risk/reward ahead
The biggest stock market victim of the Iran war thus far may be the gold miners (GDX). They are down a whopping 19.5% from right before the war started (Friday February 27). In contrast, the GLD is down “only” 6%. I understand that fuel pri...
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