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2022 Theme - US Housing Update: What Demand Destruction Looks Like

Pebble 8/2/22 Pebble 8/2/22

2022 Theme - US Housing Update: What Demand Destruction Looks Like

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Why A Strong Dollar Is Bad News

Pebble 8/2/22 Pebble 8/2/22

Why A Strong Dollar Is Bad News

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The Cautionary Tale of Shopify: Or Why Some Previously Hot Companies May Not Bounce Anytime Soon.

Pebble 8/2/22 Pebble 8/2/22

The Cautionary Tale of Shopify: Or Why Some Previously Hot Companies May Not Bounce Anytime Soon.

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What To Own In A Low Growth, High Inflation World?

Pebble 8/2/22 Pebble 8/2/22

What To Own In A Low Growth, High Inflation World?

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What If Inflation Hasn’t Peaked After All?

Pebble 8/2/22 Pebble 8/2/22

What If Inflation Hasn’t Peaked After All?

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Crypto Winter Sets In: No, There Will Be No Bailouts

Pebble 7/20/22 Pebble 7/20/22

Crypto Winter Sets In: No, There Will Be No Bailouts

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Prices Fall, Political Stupidity Reigns

Pebble 7/19/22 Pebble 7/19/22

Prices Fall, Political Stupidity Reigns

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2022 Theme: Inflation - Could We Possibly Flip From Inflation To Deflation In The Next Year?

Pebble 7/19/22 Pebble 7/19/22

2022 Theme: Inflation - Could We Possibly Flip From Inflation To Deflation In The Next Year?

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2022 Theme: What To Own? - Rare Earths

Pebble 7/19/22 Pebble 7/19/22

2022 Theme: What To Own? - Rare Earths

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2022 Theme: Tight Energy Markets - US LNG Finally Goes Boom

Pebble 7/19/22 Pebble 7/19/22

2022 Theme: Tight Energy Markets - US LNG Finally Goes Boom

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Why The Price Of Oil Is So Important To Central Banks?

Pebble 7/19/22 Pebble 7/19/22

Why The Price Of Oil Is So Important To Central Banks?

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Robinhood - Democracy For Thee, Not For We:

Pebble 7/12/22 Pebble 7/12/22

Robinhood - Democracy For Thee, Not For We:

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The Failure Of Germany’s Zeitenwende

Pebble 6/28/22 Pebble 6/28/22

The Failure Of Germany’s Zeitenwende

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Belated Artillery For Ukraine: How Can Investors Think About This Terrible Theme?

Pebble 6/28/22 Pebble 6/28/22

Belated Artillery For Ukraine: How Can Investors Think About This Terrible Theme?

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2022 Theme: CPI Carnage - Why Does High Inflation Mean Lower Stock Prices In The Markets?

Pebble 6/28/22 Pebble 6/28/22

2022 Theme: CPI Carnage - Why Does High Inflation Mean Lower Stock Prices In The Markets?

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But Wait, Do Financial Markets Care About Climate Risks? Should They?

Pebble 6/28/22 Pebble 6/28/22

But Wait, Do Financial Markets Care About Climate Risks? Should They?

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2022 Theme: Peak ESG - It Is Official, The ESG King Has No Clothes

Pebble 6/28/22 Pebble 6/28/22

2022 Theme: Peak ESG - It Is Official, The ESG King Has No Clothes

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2022 Theme: Expensive Energy - What Are The Knock On Consequences Of Record Gasoline Prices?!

Pebble 6/28/22 Pebble 6/28/22

2022 Theme: Expensive Energy - What Are The Knock On Consequences Of Record Gasoline Prices?!

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What Are Treasury Series “I” Bonds & Why Owning Them Is A Great Idea

Pebble 6/13/22 Pebble 6/13/22

What Are Treasury Series “I” Bonds & Why Owning Them Is A Great Idea

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2022 Theme: Housing - US Demand For Homes Cools In Face Of Rate Hikes

Pebble 6/13/22 Pebble 6/13/22

2022 Theme: Housing - US Demand For Homes Cools In Face Of Rate Hikes

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