Margin of Sanity
Margin of SanityA place for investment analysis, stock ideas, and general musings on the markets/investing.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 62 | Subscribers | Read | marginofsanity.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
"Love" | Airlines, Tesla, Netflix, Spotify, Coke and Other Observations
Disclaimer: Not investment advice. This publication is for education and entertainment only. Nothing here is an offer, solicitation, or recommendation to buy or sell any security. I may own (or short) securities mentioned and may change pos...
"Love" | Airlines, Tesla, Netflix, Spotify, Coke and Other Observations
I’ll make you a deal.
Coal Right Now (Australia and India)
Outrunning the bear, Indian Blast Furnaces, and Australia
The U.S Housing Market PT-3 | Supply & Homebuilding
If you’ve read Part 1 and Part 2 of this series, then you understand the basic framework for demand both nationally and regionally. Or, at least you understand the concept of affordability. The thing is, there’s always demand to some extent...
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Authors
The writers behind this newsletter.
Investing without certainty...because there is no certainty in investing. The best we can hope for is a margin of sanity. The goal is simply to beat the market in the long run without going insane in the short term.
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