Portfolio Update – Weightings and What We’re Selling
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The Threat to Credit Card Rewards May Be Overstated
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Nvidia, Valuation, and No Margin of Safety
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A Preview of Powell’s Remarks
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The Futures Markets Are Currently Useless
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Portfolio Update – New Hedge Position
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July CPI is 3.2%
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Video Now Available
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Fitch Downgrades US Debt
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Japan is Looking for an Exit That Doesn’t Exist
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