Stay Vigilant
Richard ExcellDemystifying Finance & Markets
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 155 | Subscribers | Read | stayvigilant.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
How will you vote?
Benjamin Graham has lots of good quotes, but perhaps one of his more famous is “In the short-run, the market is a voting machine, but in the long-run, it is a weighing machine”. The quote is in reference to how sentiment may drive prices in...
A special Macro Matters episode
I am fortunate to be joined by Fred Goodwin aka Mr. Risk, the senior macro strategist at State Street. Fred has been a guest of Stay Vigilant before but not on the Macro Matters
China!
China has been the story of the 21st century. From the entry in the WTO, to the massive commodity run-up into the Financial Crisis, to the Beijing Olympics to the stories of adding a city the size of Houston every year, China has been in th...
Fool me once, shame on you
I was at an event with my Investment Management Academy students, and we were talking about the latest news on nuclear energy. As one student referred to it as ‘nuke-u-lar’ I was reminded of George W. Bush who famously mispronounced it that...
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Authors
The writers behind this newsletter.
Veteran global macro & equity long/short investor, current professor Investment Exchange Forum Podcast: https://www.cfachicago.org/podcasts/ Other blog: https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html
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