Sitemap - 2022 - Leon's Weekly Stock Ideas
One man’s poison is another man’s poison
The law of anticipated consequences…
So many worlds, so much to do…
“There never was a good war or a bad peace”. (Benjamin Franklin, 1783)
Outlook: interest rates keep going up…
Outlook: It is a long way to go…
Macro Outlook: Will there be peace for our time?
History does not repeat itself
Macro Outlook: The quest for kosher oil and pareve gas
Macro Outlook: The new Iron Curtain will be more expensive than the old one…
Macro Outlook: Looking Further East
Macro Outlook: The Inevitable Fiscal Stimulus
Macro Outlook: a well-crafted piece of disinformation is more effective than ugly truth
Macro Outlook: the stock market consequences of Mr. Powell