Telecoms groups forecast to reap $10bn windfall from recycled copper – Link here
(Thread on X) Sahil Kapoor’s notes from Berkshire Letters to shareholders. Re-reading for the 2nd time – Link here
(Thread on X) This has NEVER happened in recent history: In a sudden collapse, 30-year interest rates are now LOWER in China than Japan. China’s economy is currently being described as a “deflationary spiral” as seen in Japan in the 1990s. What does this mean? Let us explain – Link here
Inside The Ketan Parekh Saga: Is The Front Running Much Larger? – Link here
The mystery fund playing God and wreaking havoc on the stock market – Link here
2Point2 Capital Investor Update Q3 FY25 – Link here
The Business of History Is Booming – Link here
Ozempic economics: How GLP-1s will disrupt the economy in 2025 – Link here
AI Wants More Data. More Chips. More Real Estate. More Power. More Water. More Everything – Link here
200 Years of Market Concentration – Link here
52 Things I Learned in 2024 – Link here
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