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‘The Mother Of All Bubbles’ Part Deux

thefelderreport.com / BLOG

‘The Mother Of All Bubbles’ Part Deux Posts

‘The Mother Of All Bubbles’ Part Deux

Below are some of the most interesting things I came across this week. Click here…

Jesse FelderDecember 20, 2024

Entry #695 in Petersen Energia Inversora, S.A.U. v. Argentine Republic, 1:15-cv-02739

courtlistener.com / Docket updates for Petersen Energia Inversora, S.A.U. v. Argentine Republic, 1:15-cv-02739

Entry #696 in Petersen Energia Inversora, S.A.U. v. Argentine Republic, 1:15-cv-02739

courtlistener.com / Docket updates for Petersen Energia Inversora, S.A.U. v. Argentine Republic, 1:15-cv-02739

Entry #697 in Petersen Energia Inversora, S.A.U. v. Argentine Republic, 1:15-cv-02739

courtlistener.com / Docket updates for Petersen Energia Inversora, S.A.U. v. Argentine Republic, 1:15-cv-02739

Entry #698 in Petersen Energia Inversora, S.A.U. v. Argentine Republic, 1:15-cv-02739

courtlistener.com / Docket updates for Petersen Energia Inversora, S.A.U. v. Argentine Republic, 1:15-cv-02739

Transaction in Own Shares

whsmithplc.co.uk / Date Title PDF

19 December 2024 17:32

Transaction in Own Shares

News Daniel Hall speaks to Law.com International about Burford's UAE business

burfordcapital.com / Subscribe

News Daniel Hall speaks to Law.com International about Burford's UAE business

News David Perla speaks with The Insurer about the symbiosis between legal finance and insurance

burfordcapital.com / Subscribe

News David Perla speaks with The Insurer about the symbiosis between legal finance and insurance

Transaction in Own Shares

whsmithplc.co.uk / Date Title PDF

18 December 2024 18:13

Transaction in Own Shares

News ArbitralWomen features Phase 3 of The Equity Project

burfordcapital.com / Subscribe

News ArbitralWomen features Phase 3 of The Equity Project

Transaction in Own Shares

whsmithplc.co.uk / Date Title PDF

17 December 2024 17:54

Transaction in Own Shares

Addressing Journey's Underperformance

bisoninterests.com / Bison Interests

In February 2023, we shared a positive perspective on Journey Energy and its management team. Since we shared our perspective, Journey has missed cash flow and production guidance, seen operating expenses rise 50% above ...

Impact of Household Consumption Growth on China’s GDP Growth

carnegieendowment.org / All work from Michael Pettis

Impact of Household Consumption Growth on China’s GDP Growth

Tariffs Are a Misunderstood Tool

carnegieendowment.org / All work from Michael Pettis

Tariffs Are a Misunderstood Tool

December 17, 2024 – article the market – “Die Konsequenzen des Sieges von Donald Trump für Wirtschaft

felixzulauf.com / GERMAN PRESS:

December 17, 2024 – article the market – “Die Konsequenzen des Sieges von Donald Trump für Wirtschaft
und Finanzmärkte”

December 17, 2024 – Wealthion interview with James Connor

felixzulauf.com / INTERVIEWS:

December 17, 2024 – Wealthion interview with James Connor

KONE to equip world’s tallest residential-only building in Dubai

kone.com / Date Title

17-12-2024

KONE to equip world’s tallest residential-only building in Dubai

Transaction in Own Shares

whsmithplc.co.uk / Date Title PDF

16 December 2024 17:43

Transaction in Own Shares

Holding(s) in Company

whsmithplc.co.uk / Date Title PDF

16 December 2024 14:35

Holding(s) in Company

2024

verdadcap.com / Weekly Research

2024

Dec 16, 2024 Persistent Alpha Dec 16, 2024
Dec 9, 2024 The Humble Investor Dec 9, 2024
Dec 2, 2024 Thank You Dec 2, 2024
Nov 18, 2024 Shorting Credit Nov 18, 2024
Nov 12, 2024 Short-Term vs. Long-Term Forecasts Nov 12, 2024
Nov 4, 2024 Bloated Balance Sheets in Japan Nov 4, 2024
Oct 28, 2024 Industry Is Not Destiny Oct 28, 2024
Oct 21, 2024 The Small Cap Amplifier Oct 21, 2024
Oct 15, 2024 Buybacks for US, Dividends for EU Oct 15, 2024
Oct 7, 2024 Human Error Is Predictable Oct 7, 2024
Sep 30, 2024 Rate Cuts: Bonds Back in Play? Sep 30, 2024
Sep 23, 2024 Sep 23, 2024
Sep 16, 2024 Forecastability and Portfolio Optimization Sep 16, 2024
Sep 9, 2024 Diversifying Equity Portfolios Sep 9, 2024
Sep 3, 2024 The Great Rotation Sep 3, 2024
Aug 19, 2024 Activism at Scale in Japan Aug 19, 2024
Jun 17, 2024 The Penny Stock Anomaly Jun 17, 2024
Jun 10, 2024 A Changing Yield Curve Signal Jun 10, 2024
Jun 3, 2024 Meme Stonks Revisited Jun 3, 2024
May 28, 2024 Where the Value Investing Strategy Still Works May 28, 2024
May 20, 2024 The Gold Rally May 20, 2024
May 13, 2024 Sizing Private Equity Allocations May 13, 2024
May 6, 2024 Quality or Value – Why Not Both? May 6, 2024
Apr 29, 2024 Inflation Revisited Apr 29, 2024
Apr 22, 2024 Japan's Stealth Profit Boom Apr 22, 2024
Apr 15, 2024 The Missing Billionaires Apr 15, 2024
Apr 1, 2024 Market Share & Profitability Apr 1, 2024
Mar 25, 2024 Verdad Interviews Mar 25, 2024
Mar 18, 2024 2023 Private Equity Fundamentals Mar 18, 2024
Mar 11, 2024 Sclerotic Small Caps? Mar 11, 2024
Mar 4, 2024 A Momentum Crash Course Mar 4, 2024
Feb 26, 2024 Rule, Britannia! Feb 26, 2024
Feb 20, 2024 Japan's Orphans Feb 20, 2024
Feb 12, 2024 Yield Is Not Return Feb 12, 2024
Jan 29, 2024 Valuing Japan's Reform Jan 29, 2024
Jan 22, 2024 What does a yield buy? Jan 22, 2024
Jan 16, 2024 Regional Growth & Equity Returns Jan 16, 2024
Jan 8, 2024 Costly Shorts Jan 8, 2024
Jan 2, 2024 The Biotech Boneyard Jan 2, 2024

gbl.be / 2024

December 23

Transactions on GBL shares from December 16, 2024 until December 20, 2024 (included)

2024

verdadcap.com / Weekly Research

2024

Dec 16, 2024 Persistent Alpha Dec 16, 2024
Dec 9, 2024 The Humble Investor Dec 9, 2024
Dec 2, 2024 Thank You Dec 2, 2024
Nov 18, 2024 Shorting Credit Nov 18, 2024
Nov 12, 2024 Short-Term vs. Long-Term Forecasts Nov 12, 2024
Nov 4, 2024 Bloated Balance Sheets in Japan Nov 4, 2024
Oct 28, 2024 Industry Is Not Destiny Oct 28, 2024
Oct 21, 2024 The Small Cap Amplifier Oct 21, 2024
Oct 15, 2024 Buybacks for US, Dividends for EU Oct 15, 2024
Oct 7, 2024 Human Error Is Predictable Oct 7, 2024
Sep 30, 2024 Rate Cuts: Bonds Back in Play? Sep 30, 2024
Sep 23, 2024 Sep 23, 2024
Sep 16, 2024 Forecastability and Portfolio Optimization Sep 16, 2024
Sep 9, 2024 Diversifying Equity Portfolios Sep 9, 2024
Sep 3, 2024 The Great Rotation Sep 3, 2024
Aug 19, 2024 Activism at Scale in Japan Aug 19, 2024
Aug 12, 2024 On the Brink? Aug 12, 2024
Aug 5, 2024 Classifying Economic Regimes Aug 5, 2024
Jul 29, 2024 Analogous Market Moments Jul 29, 2024
Jul 22, 2024 The Rise of Alternatives Jul 22, 2024
Jul 15, 2024 Neglecting Equilibrium Jul 15, 2024
Jul 8, 2024 The American Liquidity Advantage Jul 8, 2024
Jun 24, 2024 The Calm Before the Storm Jun 24, 2024
Jun 17, 2024 The Penny Stock Anomaly Jun 17, 2024
Jun 10, 2024 A Changing Yield Curve Signal Jun 10, 2024
Jun 3, 2024 Meme Stonks Revisited Jun 3, 2024
May 28, 2024 Where the Value Investing Strategy Still Works May 28, 2024
May 20, 2024 The Gold Rally May 20, 2024
May 13, 2024 Sizing Private Equity Allocations May 13, 2024
May 6, 2024 Quality or Value – Why Not Both? May 6, 2024
Apr 29, 2024 Inflation Revisited Apr 29, 2024
Apr 22, 2024 Japan's Stealth Profit Boom Apr 22, 2024
Apr 15, 2024 The Missing Billionaires Apr 15, 2024
Apr 1, 2024 Market Share & Profitability Apr 1, 2024
Mar 25, 2024 Verdad Interviews Mar 25, 2024
Mar 18, 2024 2023 Private Equity Fundamentals Mar 18, 2024
Mar 11, 2024 Sclerotic Small Caps? Mar 11, 2024
Mar 4, 2024 A Momentum Crash Course Mar 4, 2024
Feb 26, 2024 Rule, Britannia! Feb 26, 2024
Feb 20, 2024 Japan's Orphans Feb 20, 2024
Feb 12, 2024 Yield Is Not Return Feb 12, 2024
Jan 29, 2024 Valuing Japan's Reform Jan 29, 2024
Jan 22, 2024 What does a yield buy? Jan 22, 2024
Jan 16, 2024 Regional Growth & Equity Returns Jan 16, 2024
Jan 8, 2024 Costly Shorts Jan 8, 2024
Jan 2, 2024 The Biotech Boneyard Jan 2, 2024

2024

verdadcap.com / Weekly Research

2024

Dec 16, 2024 Persistent Alpha Dec 16, 2024
Dec 9, 2024 The Humble Investor Dec 9, 2024
Dec 2, 2024 Thank You Dec 2, 2024
Nov 18, 2024 Shorting Credit Nov 18, 2024
Nov 12, 2024 Short-Term vs. Long-Term Forecasts Nov 12, 2024
Nov 4, 2024 Bloated Balance Sheets in Japan Nov 4, 2024
Oct 28, 2024 Industry Is Not Destiny Oct 28, 2024
Oct 21, 2024 The Small Cap Amplifier Oct 21, 2024
Oct 15, 2024 Buybacks for US, Dividends for EU Oct 15, 2024
Oct 7, 2024 Human Error Is Predictable Oct 7, 2024
Sep 30, 2024 Rate Cuts: Bonds Back in Play? Sep 30, 2024
Sep 23, 2024 Sep 23, 2024
Sep 16, 2024 Forecastability and Portfolio Optimization Sep 16, 2024
Sep 9, 2024 Diversifying Equity Portfolios Sep 9, 2024
Sep 3, 2024 The Great Rotation Sep 3, 2024
Aug 19, 2024 Activism at Scale in Japan Aug 19, 2024
Aug 12, 2024 On the Brink? Aug 12, 2024
Aug 5, 2024 Classifying Economic Regimes Aug 5, 2024
Jul 29, 2024 Analogous Market Moments Jul 29, 2024
Jul 22, 2024 The Rise of Alternatives Jul 22, 2024
Jul 15, 2024 Neglecting Equilibrium Jul 15, 2024
Jul 8, 2024 The American Liquidity Advantage Jul 8, 2024
Jun 24, 2024 The Calm Before the Storm Jun 24, 2024
Jun 17, 2024 The Penny Stock Anomaly Jun 17, 2024
Jun 10, 2024 A Changing Yield Curve Signal Jun 10, 2024
Jun 3, 2024 Meme Stonks Revisited Jun 3, 2024
May 28, 2024 Where the Value Investing Strategy Still Works May 28, 2024
May 20, 2024 The Gold Rally May 20, 2024
May 13, 2024 Sizing Private Equity Allocations May 13, 2024
May 6, 2024 Quality or Value – Why Not Both? May 6, 2024
Apr 29, 2024 Inflation Revisited Apr 29, 2024
Apr 22, 2024 Japan's Stealth Profit Boom Apr 22, 2024
Apr 15, 2024 The Missing Billionaires Apr 15, 2024
Apr 1, 2024 Market Share & Profitability Apr 1, 2024
Mar 25, 2024 Verdad Interviews Mar 25, 2024
Mar 18, 2024 2023 Private Equity Fundamentals Mar 18, 2024
Mar 11, 2024 Sclerotic Small Caps? Mar 11, 2024
Mar 4, 2024 A Momentum Crash Course Mar 4, 2024
Feb 26, 2024 Rule, Britannia! Feb 26, 2024
Feb 20, 2024 Japan's Orphans Feb 20, 2024
Feb 12, 2024 Yield Is Not Return Feb 12, 2024
Jan 29, 2024 Valuing Japan's Reform Jan 29, 2024
Jan 22, 2024 What does a yield buy? Jan 22, 2024
Jan 16, 2024 Regional Growth & Equity Returns Jan 16, 2024
Jan 8, 2024 Costly Shorts Jan 8, 2024
Jan 2, 2024 The Biotech Boneyard Jan 2, 2024

commentary

carnegieendowment.org / All work from Michael Pettis

commentary

If China’s average consumption growth rate is indeed 3–4 percent over the next five to ten years, that must also be the upper limit of China’s GDP growth rate.

Michael Pettis

· December 16, 2024

OPEC Extends Cuts: Bison Market Update

bisoninterests.com / Bison Interests

(Important Disclaimer At The Bottom)

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