Liberty. Finance. Bullshit.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 1688 | Founded | 5 years ago | Last Issue | 18 days ago |
| Active | |||||
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quoththeraven.substack.comLatest Issues
Nvidia’s CoreWeave Catch-22
Could Nvidia it find itself in a position where it feels it has no choice but to bail out CoreWeave?
I just wrote about CoreWeave coming under stress today here:
CoreWeave: Don’t Say I Didn’t Warn You
CoreWeave (CRWV) is getting absolutely pasted today, with shares plunging more than 15% as investors finally appear to be waking up to something I’ve been warning about since last year: underneath the extraordinary AI growth story is a heav...
Going “Old School” With “Boring” Blue Chip Stocks
One of the more batshit insane developments in modern financial markets recently is that owning profitable, dividend-paying blue-chip companies somehow became an unfashionable investment strategy.
What started with Alan Greenspan innocent...
Why Didn’t 2008 Bank Bailouts Produce COVID-Level Inflation?
By Paul Mueller, AIER’s Daily Economy
October marked the eighteenth anniversary of the Troubled Asset Relief Program (TARP), when Congress authorized the Treasury Department to spend up to $700 billion to buy or insure “troubled assets.” A...
Finding My Way Through An Imperfect Journey
On my jog yesterday morning I was listening to a podcast about gambling addiction and heard the host bring up the age-old story of a guy selling sports betting picks. The host laughed and asked the obvious question: if this guy is so good a...
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Liberty. Finance. Bullshit.
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