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MBMG Flash

Paul Gambles

Trying to connect all the dots in markets, business and economics

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues142Founded5 years agoLast Issue22 days ago
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Latest Issues

In memoriam Doctor Mark Mobius (1936-2026) Professor Robert Skidelsky (1939-2026)

When a great man dies, for years the light he leaves behind him lies on the paths of men.” — Henry Wadsworth Longfellow

Mobius’ first degree wasn’t in economics, but in fine arts. He believes that studying art forces people to have an eye...

22 days ago
1

Spaced Out

Spaced Out

Elon Musk and Ivar Kreuger - a match made in….?

Space is the ultimate Unicorn: it represents an infinite, boundaryless total addressable market (TAM) of pure, unadulterated upside, yet its actual revenue model remains a mystery...

a month ago

Marvel Psycopathic Looneyverse (SpaceX Part four)

…we sent this note to clients

Just 2 full trading days later the price is 14% lower - the only thing falling faster right now is SpaceX stock…

In the fast-moving world of AI, yesterday’s close is already out of date with SpaceX falling al...

a month ago
2

Space cadets

Everything ventured? (a MBMG Report from 2023) recycled to further evidence that despite theories and conspiracies, Elon did not appear from outer space but is a continuation of the worst behaviours of humanity from recent history as well a...

a month ago
1

The Final Frontier (Part Two): Game, Set & Safety Match

Game, Set and Safety Match

Ivar Kreuger was a Swedish engineer who turned global financial engineer, building a huge multinational conglomerate in the 1920s. By funding cash-strapped European governments in exchange for exclusive monopoly...

a month ago
2

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  • Paul Gambles

    Paul is licensed as both a Securities Fundamental Investment Analyst & Investment Planner and is well known as an expert commentator on CNBC and Bloomberg.

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