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Dispatches 11-14.25

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The Birds of Speculation

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Horseman Jeff Siegel, 74

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Reviewing methodology

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Whistling past the Graveyard

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Gundlach somber in tone - sees looming pitfalls

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Formalizing decision rules and assumptions for prediction

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Trump's Tariff Czar Lutnick

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KIA, Oaktree Capital on The Global Investor Outlook

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Oaktree's Howard Marks on Credit Yields, Trump's Tariffs

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Trends of the month just past – February 2025

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