41554 blogs · [ { "id": "01a0bbb4-74b1-7153-80db-29b06ac123e0", "title": "Sorkin's 1929 - A tale of personality", "url": "https://mrzepczynski.blogspot.com/2026/03/sorkins-1929-tale-of-personality.html", "published_at": "2026-03-17T14:09:00+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb457328bc", "title": "Sorkin's 1929 - A tale of personality", "url": "http://mrzepczynski.blogspot.com/2026/03/sorkins-1929-tale-of-personality.html", "published_at": "2026-03-17T14:09:00+00:00" }, { "id": "01a0bbb4-74b1-7153-80db-29b06ad03b56", "title": "Words have uncertainty - The enemy of precision for investors", "url": "https://mrzepczynski.blogspot.com/2026/03/words-have-uncertainty-enemy-of.html", "published_at": "2026-03-15T00:47:00+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb457ac2a9", "title": "Words have uncertainty - The enemy of precision for investors", "url": "http://mrzepczynski.blogspot.com/2026/03/words-have-uncertainty-enemy-of.html", "published_at": "2026-03-15T00:47:00+00:00" }, { "id": "01a0bbb4-74b1-7153-80db-29b06b334d62", "title": "Risk management is in the preparation", "url": "https://mrzepczynski.blogspot.com/2026/03/risk-management-is-in-preparation.html", "published_at": "2026-03-14T20:51:00+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb4600000f", "title": "Risk management is in the preparation", "url": "http://mrzepczynski.blogspot.com/2026/03/risk-management-is-in-preparation.html", "published_at": "2026-03-14T20:51:00+00:00" }, { "id": "01a0bbb4-74b1-7153-80db-29b06c2a924c", "title": "Facts, information, and knowledge - 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same with market prices", "url": "https://mrzepczynski.blogspot.com/2026/03/look-at-your-fish-same-with-market.html", "published_at": "2026-03-07T21:26:00+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb481c0467", "title": "\"Look at your fish\" - same with market prices", "url": "http://mrzepczynski.blogspot.com/2026/03/look-at-your-fish-same-with-market.html", "published_at": "2026-03-07T21:26:00+00:00" }, { "id": "01a0bbb4-74b1-7153-80db-29b06da1e308", "title": "There is no one beta - It changes across regimes", "url": "https://mrzepczynski.blogspot.com/2026/03/there-is-no-one-beta-it-chnages-across.html", "published_at": "2026-03-07T21:10:00+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb48b4e4c3", "title": "There is no one beta - It changes across regimes", "url": "http://mrzepczynski.blogspot.com/2026/03/there-is-no-one-beta-it-chnages-across.html", "published_at": "2026-03-07T21:10:00+00:00" }, { "id": "01a0bbba-0297-721d-9c93-c20b58f2076e", "title": "Think of global equity markets as a network", "url": "https://mrzepczynski.blogspot.com/2026/03/think-of-global-equity-markets-as.html", "published_at": "2026-03-04T20:34:00+00:00" }, { "id": "01a0bbba-0dd5-7084-bb3c-14239a4d4b39", "title": "Think of global equity markets as a network", "url": "http://mrzepczynski.blogspot.com/2026/03/think-of-global-equity-markets-as.html", "published_at": "2026-03-04T20:34:00+00:00" }, { "id": "01a0bbba-0297-721d-9c93-c20b593e802f", "title": "Good News - 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not always simple", "url": "https://mrzepczynski.blogspot.com/2026/02/the-complexity-of-trade-not-always.html", "published_at": "2026-02-15T17:38:00+00:00" }, { "id": "01a0bbba-0dd5-7084-bb3c-14239db06d41", "title": "The complexity of trade - not always simple", "url": "http://mrzepczynski.blogspot.com/2026/02/the-complexity-of-trade-not-always.html", "published_at": "2026-02-15T17:38:00+00:00" }, { "id": "01a0bbba-0297-721d-9c93-c20b5c085d53", "title": "The relative US - EM inflation story", "url": "https://mrzepczynski.blogspot.com/2026/02/the-relative-us-em-inflation-story.html", "published_at": "2026-02-15T17:23:00+00:00" }, { "id": "01a0bbba-0dd5-7084-bb3c-14239e54fcff", "title": "The relative US - EM inflation story", "url": "http://mrzepczynski.blogspot.com/2026/02/the-relative-us-em-inflation-story.html", "published_at": "2026-02-15T17:23:00+00:00" }, { "id": "01a0bbba-0297-721d-9c93-c20b5cb4d250", "title": "What drives performance of machine learning", "url": "https://mrzepczynski.blogspot.com/2026/02/what-driver-performance-of-machine.html", "published_at": "2026-02-14T18:28:00+00:00" }, { "id": "01a0bbba-0dd5-7084-bb3c-14239e973b5f", "title": "What drives performance of machine learning", "url": "http://mrzepczynski.blogspot.com/2026/02/what-driver-performance-of-machine.html", "published_at": "2026-02-14T18:28:00+00:00" }, { "id": "01a0bbba-0297-721d-9c93-c20b5da9121b", "title": "Risk appetite is always worth following - 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the US by lawyers - a different perspective", "url": "https://mrzepczynski.blogspot.com/2026/02/china-is-run-by-engineers-us-by-lawyers.html", "published_at": "2026-02-09T22:47:00+00:00" }, { "id": "01a0bbba-0dd5-7084-bb3c-1423a1f4d7d0", "title": "China is run by engineers - the US by lawyers - a different perspective", "url": "http://mrzepczynski.blogspot.com/2026/02/china-is-run-by-engineers-us-by-lawyers.html", "published_at": "2026-02-09T22:47:00+00:00" }, { "id": "01a0bbba-0298-71c4-8b5f-ae7c45f70187", "title": "Hedge fund rotation in 2026", "url": "https://mrzepczynski.blogspot.com/2026/02/hedge-fund-rotation-in-2026.html", "published_at": "2026-02-08T17:31:00+00:00" }, { "id": "01a0bbba-0dd5-7084-bb3c-1423a246406b", "title": "Hedge fund rotation in 2026", "url": "http://mrzepczynski.blogspot.com/2026/02/hedge-fund-rotation-in-2026.html", "published_at": "2026-02-08T17:31:00+00:00" }, { "id": "01a0bbba-0298-71c4-8b5f-ae7c46d4f174", "title": "The value from trend-following is in the quintiles", "url": "https://mrzepczynski.blogspot.com/2026/02/the-value-from-trend-following-is-in.html", "published_at": "2026-02-08T17:19:00+00:00" }, { "id": "01a0bbba-0dd5-7084-bb3c-1423a326a825", "title": "The value from trend-following is in the quintiles", "url": "http://mrzepczynski.blogspot.com/2026/02/the-value-from-trend-following-is-in.html", "published_at": "2026-02-08T17:19:00+00:00" }, { "id": "01a0bbba-0298-71c4-8b5f-ae7c476b41d3", "title": "“Low-hire, Low-fire” labor environment - 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fixed percentage of notional", "url": "http://mrzepczynski.blogspot.com/2026/02/new-cme-margin-for-silver-and-gold.html", "published_at": "2026-02-02T15:01:00+00:00" }, { "id": "01a0bbba-0298-71c4-8b5f-ae7c48b3ff9d", "title": "Are we creating the wrong macroeconmic statistics?", "url": "https://mrzepczynski.blogspot.com/2026/02/are-we-creating-wrong-macroeconmic.html", "published_at": "2026-02-01T17:40:00+00:00" }, { "id": "01a0bbba-0dd5-7084-bb3c-1423a5684448", "title": "Are we creating the wrong macroeconmic statistics?", "url": "http://mrzepczynski.blogspot.com/2026/02/are-we-creating-wrong-macroeconmic.html", "published_at": "2026-02-01T17:40:00+00:00" }, { "id": "01a0bbbe-60bb-7399-a21d-4449b1afce21", "title": "The crowds, momentum, and risk in markets", "url": "https://mrzepczynski.blogspot.com/2026/01/the-crowds-momentum-and-risk-in-markets.html", "published_at": "2026-01-30T15:41:00+00:00" }, { "id": "01a0bbbe-6bfa-7309-857b-cae67f9fef37", "title": "The crowds, momentum, and risk in markets", "url": "http://mrzepczynski.blogspot.com/2026/01/the-crowds-momentum-and-risk-in-markets.html", "published_at": "2026-01-30T15:41:00+00:00" }, { "id": "01a0bbbe-60bb-7399-a21d-4449b2a7c60c", "title": "Global Capitalism - we may never go back the the early 20th century world", "url": "https://mrzepczynski.blogspot.com/2026/01/global-capitalism-we-may-never-go-back.html", "published_at": "2026-01-30T15:30:00+00:00" }, { "id": "01a0bbbe-6bfa-7309-857b-cae68086b11a", "title": "Global Capitalism - we may never go back the the early 20th century world", "url": "http://mrzepczynski.blogspot.com/2026/01/global-capitalism-we-may-never-go-back.html", "published_at": "2026-01-30T15:30:00+00:00" }, { "id": "01a0bbbe-60bb-7399-a21d-4449b2c36a1f", "title": "Hedge funds taking on long equity exposure", "url": "https://mrzepczynski.blogspot.com/2026/01/hedge-funds-taking-on-long-equity.html", "published_at": "2026-01-30T15:00:00+00:00" }, { "id": "01a0bbbe-6bfa-7309-857b-cae68113064b", "title": "Hedge funds taking on long equity exposure", "url": "http://mrzepczynski.blogspot.com/2026/01/hedge-funds-taking-on-long-equity.html", "published_at": "2026-01-30T15:00:00+00:00" }, { "id": "01a0bbbe-60bb-7399-a21d-4449b3151fa7", "title": "The K-shaped economy - Wall Street versus Main Street", "url": "https://mrzepczynski.blogspot.com/2026/01/the-k-shaped-economy-wall-street-versus.html", "published_at": "2026-01-29T22:15:00+00:00" }, { "id": "01a0bbbe-6bfa-7309-857b-cae6818bd1ae", "title": "The K-shaped economy - Wall Street versus Main Street", "url": "http://mrzepczynski.blogspot.com/2026/01/the-k-shaped-economy-wall-street-versus.html", "published_at": "2026-01-29T22:15:00+00:00" }, { "id": "01a0bbbe-60bb-7399-a21d-4449b37005c2", "title": "Is there a story for small caps?", "url": "https://mrzepczynski.blogspot.com/2026/01/is-there-story-for-small-caps.html", "published_at": "2026-01-26T16:40:00+00:00" }, { "id": "01a0bbbe-6bfa-7309-857b-cae681d5edca", "title": "Is there a story for small caps?", "url": "http://mrzepczynski.blogspot.com/2026/01/is-there-story-for-small-caps.html", "published_at": "2026-01-26T16:40:00+00:00" }, { "id": "01a0bbbe-60bb-7399-a21d-4449b3f6f9d0", "title": "Gold central bank holdings - Saying no to fiat money", "url": "https://mrzepczynski.blogspot.com/2026/01/gold-central-bank-holdings-saying-no-to.html", "published_at": "2026-01-26T16:24:00+00:00" }, { "id": "01a0bbbe-6bfa-7309-857b-cae682865c51", "title": "Gold central bank holdings - Saying no to fiat money", "url": "http://mrzepczynski.blogspot.com/2026/01/gold-central-bank-holdings-saying-no-to.html", "published_at": "2026-01-26T16:24:00+00:00" }, { "id": "01a0bbbe-60bb-7399-a21d-4449b41adf92", "title": "JGB rates starting to matter to the rest of the world", "url": "https://mrzepczynski.blogspot.com/2026/01/jgb-rates-starting-to-matter-to-rest-of.html", "published_at": "2026-01-21T22:54:00+00:00" }, { "id": "01a0bbbe-6bfa-7309-857b-cae682be2352", "title": "JGB rates starting to matter to the rest of the world", "url": "http://mrzepczynski.blogspot.com/2026/01/jgb-rates-starting-to-matter-to-rest-of.html", "published_at": "2026-01-21T22:54:00+00:00" }, { "id": "01a0bbbe-60bb-7399-a21d-4449b48d2da9", "title": "What if we have clarity on Treasury rate direction?", "url": "https://mrzepczynski.blogspot.com/2026/01/what-if-we-have-clarity-on-treasury.html", "published_at": "2026-01-21T19:30:00+00:00" }, { "id": "01a0bbbe-6bfa-7309-857b-cae6830ef158", "title": "What if we have clarity on Treasury rate direction?", "url": "http://mrzepczynski.blogspot.com/2026/01/what-if-we-have-clarity-on-treasury.html", "published_at": "2026-01-21T19:30:00+00:00" }, { "id": "01a0bbbe-60bb-7399-a21d-4449b578eddd", "title": "A link between policy uncertainty and gold", "url": "https://mrzepczynski.blogspot.com/2026/01/a-link-between-policy-uncertainty-and.html", "published_at": "2026-01-21T14:25:00+00:00" }, { "id": "01a0bbbe-6bfa-7309-857b-cae683ecd281", "title": "A link between policy uncertainty and gold", "url": "http://mrzepczynski.blogspot.com/2026/01/a-link-between-policy-uncertainty-and.html", "published_at": "2026-01-21T14:25:00+00:00" }, { "id": "01a0bbbe-60bb-7399-a21d-4449b61db88f", "title": "Combining volatility (fear indexes) - a strong indicator", "url": "https://mrzepczynski.blogspot.com/2026/01/combining-volatility-fear-indexes.html", "published_at": "2026-01-19T21:56:00+00:00" }, { "id": "01a0bbbe-6bfa-7309-857b-cae684ea9945", "title": "Combining volatility (fear indexes) - a strong indicator", "url": "http://mrzepczynski.blogspot.com/2026/01/combining-volatility-fear-indexes.html", "published_at": "2026-01-19T21:56:00+00:00" }, { "id": "01a0bbbe-60bb-7399-a21d-4449b6cbb84f", "title": "What does gold arbitrage tell us about globalization", "url": "https://mrzepczynski.blogspot.com/2026/01/what-does-gold-arbitrage-tell-us-about.html", "published_at": "2026-01-17T16:09:00+00:00" }, { "id": "01a0bbbe-6bfa-7309-857b-cae685053d83", "title": "What does gold arbitrage tell us about globalization", "url": "http://mrzepczynski.blogspot.com/2026/01/what-does-gold-arbitrage-tell-us-about.html", "published_at": "2026-01-17T16:09:00+00:00" }, { "id": "01a0bbbe-60bb-7399-a21d-4449b6ee51d4", "title": "Fiscal versus moentary dominance - the real battle", "url": "https://mrzepczynski.blogspot.com/2026/01/fiscal-versus-moentary-dominance-real.html", "published_at": "2026-01-17T15:34:00+00:00" }, { "id": "01a0bbbe-6bfa-7309-857b-cae6852a2726", "title": "Fiscal versus moentary dominance - the real battle", "url": "http://mrzepczynski.blogspot.com/2026/01/fiscal-versus-moentary-dominance-real.html", "published_at": "2026-01-17T15:34:00+00:00" }, { "id": "01a0bbbe-60bb-7399-a21d-4449b7c284ed", "title": "Once again, our foecasting skill is poor", "url": "https://mrzepczynski.blogspot.com/2026/01/once-again-our-foecasting-skill-is-poor.html", "published_at": "2026-01-16T15:19:00+00:00" }, { "id": "01a0bbbe-6bfa-7309-857b-cae6861e51e5", "title": "Once again, our foecasting skill is poor", "url": "http://mrzepczynski.blogspot.com/2026/01/once-again-our-foecasting-skill-is-poor.html", "published_at": "2026-01-16T15:19:00+00:00" }, { "id": "01a0bbbe-60bb-7399-a21d-4449b7d45c7e", "title": "Deep learning and asset management - it is here but requires significant work", "url": "https://mrzepczynski.blogspot.com/2026/01/deep-learning-and-asset-management-it.html", "published_at": "2026-01-16T02:24:00+00:00" }, { "id": "01a0bbbe-6bfa-7309-857b-cae686b749d3", "title": "Deep learning and asset management - it is here but requires significant work", "url": "http://mrzepczynski.blogspot.com/2026/01/deep-learning-and-asset-management-it.html", "published_at": "2026-01-16T02:24:00+00:00" }, { "id": "01a0bbbe-60bb-7399-a21d-4449b7fc7755", "title": "Supply - demand imbalance and commodities", "url": "https://mrzepczynski.blogspot.com/2026/01/supply-demand-imbalance-and-commodities.html", "published_at": "2026-01-13T14:21:00+00:00" }, { "id": "01a0bbbe-6bfa-7309-857b-cae686f1d960", "title": "Supply - demand imbalance and commodities", "url": "http://mrzepczynski.blogspot.com/2026/01/supply-demand-imbalance-and-commodities.html", "published_at": "2026-01-13T14:21:00+00:00" }, { "id": "01a0bbbe-60bb-7399-a21d-4449b84c98bf", "title": "Howard Marks on bubbles - thoughtful advice", "url": "https://mrzepczynski.blogspot.com/2026/01/howard-marks-on-bubbles-thoughtful.html", "published_at": "2026-01-09T18:57:00+00:00" }, { "id": "01a0bbbe-6bfa-7309-857b-cae687a68e87", "title": "Howard Marks on bubbles - thoughtful advice", "url": "http://mrzepczynski.blogspot.com/2026/01/howard-marks-on-bubbles-thoughtful.html", "published_at": "2026-01-09T18:57:00+00:00" } ] posts Claim your blog

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Mark Rzepczynski

mrzepczynski.blogspot.com

2026

Sorkin's 1929 - A tale of personality original ↗

17 Mar 2026

Sorkin's 1929 - A tale of personality original ↗

17 Mar 2026

Words have uncertainty - The enemy of precision for investors original ↗

15 Mar 2026

Words have uncertainty - The enemy of precision for investors original ↗

15 Mar 2026

Risk management is in the preparation original ↗

14 Mar 2026

Risk management is in the preparation original ↗

14 Mar 2026

Facts, information, and knowledge - Not all the same original ↗

14 Mar 2026

Facts, information, and knowledge - Not all the same original ↗

14 Mar 2026

More on the Sharpe ratio - Look for its stability original ↗

13 Mar 2026

More on the Sharpe ratio - Look for its stability original ↗

13 Mar 2026

Uncertainty about signals and price impact original ↗

9 Mar 2026

Uncertainty about signals and price impact original ↗

9 Mar 2026

Beta is sensitive to the level of risk aversion original ↗

8 Mar 2026

Beta is sensitive to the level of risk aversion original ↗

8 Mar 2026

"Look at your fish" - same with market prices original ↗

7 Mar 2026

"Look at your fish" - same with market prices original ↗

7 Mar 2026

There is no one beta - It changes across regimes original ↗

7 Mar 2026

There is no one beta - It changes across regimes original ↗

7 Mar 2026

Think of global equity markets as a network original ↗

4 Mar 2026

Think of global equity markets as a network original ↗

4 Mar 2026

Good News - Bad News - overreaction to the bad news original ↗

4 Mar 2026

Good News - Bad News - overreaction to the bad news original ↗

4 Mar 2026

Oil shocks and war - This could be different original ↗

2 Mar 2026

Oil shocks and war - This could be different original ↗

2 Mar 2026

Retail investors love hard to value stocks original ↗

23 Feb 2026

Retail investors love hard to value stocks original ↗

23 Feb 2026

Asset allocation is always about the stock-bond correlation original ↗

23 Feb 2026

Asset allocation is always about the stock-bond correlation original ↗

23 Feb 2026

Meaaurement uncertainty is real original ↗

16 Feb 2026

Meaaurement uncertainty is real original ↗

16 Feb 2026

Innovation, industrial policy and controlling the fate of nations original ↗

16 Feb 2026

Innovation, industrial policy and controlling the fate of nations original ↗

16 Feb 2026

The complexity of trade - not always simple original ↗

15 Feb 2026

The complexity of trade - not always simple original ↗

15 Feb 2026

The relative US - EM inflation story original ↗

15 Feb 2026

The relative US - EM inflation story original ↗

15 Feb 2026

What drives performance of machine learning original ↗

14 Feb 2026

What drives performance of machine learning original ↗

14 Feb 2026

Risk appetite is always worth following - Currently, normal original ↗

14 Feb 2026

Risk appetite is always worth following - Currently, normal original ↗

14 Feb 2026

China growth coming in lower original ↗

14 Feb 2026

China growth coming in lower original ↗

14 Feb 2026

Asset allocation of university endowments original ↗

14 Feb 2026

Asset allocation of university endowments original ↗

14 Feb 2026

King dollar - can it be toppled original ↗

14 Feb 2026

King dollar - can it be toppled original ↗

14 Feb 2026

Buffered ETF - the product of 2026?original ↗

13 Feb 2026

Buffered ETF - the product of 2026?original ↗

13 Feb 2026

What are the big risks of 2026?original ↗

13 Feb 2026

What are the big risks of 2026?original ↗

13 Feb 2026

Credit spreads tells about financial risk original ↗

13 Feb 2026

Credit spreads tells about financial risk original ↗

13 Feb 2026

Bonds are not always a safe asset.original ↗

12 Feb 2026

Bonds are not always a safe asset.original ↗

12 Feb 2026

China is run by engineers - the US by lawyers - a different perspective original ↗

9 Feb 2026

China is run by engineers - the US by lawyers - a different perspective original ↗

9 Feb 2026

Hedge fund rotation in 2026 original ↗

8 Feb 2026

Hedge fund rotation in 2026 original ↗

8 Feb 2026

The value from trend-following is in the quintiles original ↗

8 Feb 2026

The value from trend-following is in the quintiles original ↗

8 Feb 2026

“Low-hire, Low-fire” labor environment - Labor gridlock original ↗

8 Feb 2026

“Low-hire, Low-fire” labor environment - Labor gridlock original ↗

8 Feb 2026

Putting Fed dissent in perspective original ↗

4 Feb 2026

Putting Fed dissent in perspective original ↗

4 Feb 2026

New CME margin for silver and gold futures - fixed percentage of notional original ↗

2 Feb 2026

New CME margin for silver and gold futures - fixed percentage of notional original ↗

2 Feb 2026

Are we creating the wrong macroeconmic statistics?original ↗

1 Feb 2026

Are we creating the wrong macroeconmic statistics?original ↗

1 Feb 2026

The crowds, momentum, and risk in markets original ↗

30 Jan 2026

The crowds, momentum, and risk in markets original ↗

30 Jan 2026

Global Capitalism - we may never go back the the early 20th century world original ↗

30 Jan 2026

Global Capitalism - we may never go back the the early 20th century world original ↗

30 Jan 2026

Hedge funds taking on long equity exposure original ↗

30 Jan 2026

Hedge funds taking on long equity exposure original ↗

30 Jan 2026

The K-shaped economy - Wall Street versus Main Street original ↗

29 Jan 2026

The K-shaped economy - Wall Street versus Main Street original ↗

29 Jan 2026

Is there a story for small caps?original ↗

26 Jan 2026

Is there a story for small caps?original ↗

26 Jan 2026

Gold central bank holdings - Saying no to fiat money original ↗

26 Jan 2026

Gold central bank holdings - Saying no to fiat money original ↗

26 Jan 2026

JGB rates starting to matter to the rest of the world original ↗

21 Jan 2026

JGB rates starting to matter to the rest of the world original ↗

21 Jan 2026

What if we have clarity on Treasury rate direction?original ↗

21 Jan 2026

What if we have clarity on Treasury rate direction?original ↗

21 Jan 2026

A link between policy uncertainty and gold original ↗

21 Jan 2026

A link between policy uncertainty and gold original ↗

21 Jan 2026

Combining volatility (fear indexes) - a strong indicator original ↗

19 Jan 2026

Combining volatility (fear indexes) - a strong indicator original ↗

19 Jan 2026

What does gold arbitrage tell us about globalization original ↗

17 Jan 2026

What does gold arbitrage tell us about globalization original ↗

17 Jan 2026

Fiscal versus moentary dominance - the real battle original ↗

17 Jan 2026

Fiscal versus moentary dominance - the real battle original ↗

17 Jan 2026

Once again, our foecasting skill is poor original ↗

16 Jan 2026

Once again, our foecasting skill is poor original ↗

16 Jan 2026

Deep learning and asset management - it is here but requires significant work original ↗

16 Jan 2026

Deep learning and asset management - it is here but requires significant work original ↗

16 Jan 2026

Supply - demand imbalance and commodities original ↗

13 Jan 2026

Supply - demand imbalance and commodities original ↗

13 Jan 2026

Howard Marks on bubbles - thoughtful advice original ↗

9 Jan 2026

Howard Marks on bubbles - thoughtful advice original ↗

9 Jan 2026