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Yermit
Dec 13, 2020
3 min read
Why not bet on a market decline?
Yermit
Dec 5, 2020
4 min read
Preparing Winter Rations for the Promised Summer
Yermit
Oct 25, 2020
7 min read
Extreme Fears = Extreme Value
Yermit
Sep 18, 2020
1 min read
Ray Dalio interview
Yermit
Sep 17, 2020
1 min read
The Fed Printer. It's Alive!
Yermit
Sep 13, 2020
3 min read
How are you positioned?
Yermit
Aug 31, 2020
3 min read
VAL restructuring update
Yermit
Aug 23, 2020
8 min read
Asymmetric Plays: VAL, SPR
Yermit
Jun 28, 2020
4 min read
All Markets are Fair but not necessarily Sustainable
Yermit
Jun 28, 2020
5 min read
Economic ramblings
Yermit
Jun 9, 2020
2 min read
Investment Diary: 9/6/2020
Yermit
Jun 7, 2020
2 min read
Guidance is bullshit
Yermit
Jun 6, 2020
3 min read
Investment Diary: 6/6/2020
Yermit
May 20, 2020
5 min read
State of Play
Yermit
May 10, 2020
8 min read
HAS and CQE: 10/5/2020
Yermit
Apr 12, 2020
3 min read
The Coronavirus Saga: Actions and Ideas
Yermit
Mar 31, 2020
3 min read
The Coronavirus Saga: The Bounce
Yermit
Mar 4, 2020
4 min read
The Coronavirus Saga: the Fed Act
Yermit
Mar 1, 2020
6 min read
Investing in the time of Coronavirus
Yermit
Feb 1, 2020
7 min read
Top Idea 1: JD.com
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