Mike Preston, New Harbor

Santiago Capital CEO: a dollar breaking above 105 is when the bad things start

12 arguments: why a weaker dollar would be good news, how Europe faces a slow shave and not a collapse, and why the US and China will weaponize compute…

Nov 9 • Scuttlebutt

Croft Financial portfolio manager: yields rose 130bps in 7 months; 80bps ended 3 cycles

14 arguments: why she blames oil rather than US deficits for higher yields, why Canadian homes at 8.9 times income have further to fall, and why…

Oct 12 • Scuttlebutt

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