Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Annual letter
March 1, 2025, 8:08 p.m.
Ricapitolare.
June 29, 2024, 9:33 p.m.
Ricapitolare.: March, 2024.
March 30, 2024, 6:57 a.m.
Ricapitolare.: February, 2024.
March 1, 2024, 12:03 a.m.
Market returns redux: A journey into the levers behind market returns.
Feb. 6, 2024, 8:55 p.m.
Ricapitolare.: January, 2024.
Jan. 31, 2024, 10:18 p.m.
Annual letter.: 2023.
Dec. 30, 2023, 7:40 p.m.
Ricapitolare.: November, 2023.
Nov. 30, 2023, 9:41 p.m.
Ricapitolare.: October 2023.
Nov. 1, 2023, 8:33 p.m.
Ricapitolare.: September 2023.
Sept. 30, 2023, 10:03 a.m.
Ricapitolare.: August 2023.
Sept. 1, 2023, 4:01 p.m.
Ricapitolare.: July 2023.
July 31, 2023, 6:28 p.m.
SIF Italia: Administration of condominiums across Italy.
July 14, 2023, 4:07 p.m.
Ricapitolare.: June 2023.
July 1, 2023, 10:56 a.m.
Brookfield Corporation. Notes (I): An introduction.
June 13, 2023, 2:21 p.m.
Ricapitolare.: May 2023.
May 31, 2023, 10:10 p.m.
Ricapitolare.: April 2023.
April 29, 2023, 9 a.m.
CentralNic (CNIC.L) - Part I: VeriSign's successor?
April 18, 2023, 4:01 p.m.
Ricapitolare.: March 2023 (Q1).
March 31, 2023, 9:31 p.m.
Auto Partner (APR.WA): Distributing auto spare parts throughout Poland... and beyond.
March 22, 2023, 7:56 p.m.
Ricapitolare.: February 2023.
Feb. 28, 2023, 10:35 p.m.
The psychology of money (Morgan Housel): Learnings.
Feb. 15, 2023, 3 p.m.
Ricapitolare.: January 2023.
Feb. 1, 2023, 6:03 p.m.
Annual ricapitolare.: 2022.
Jan. 3, 2023, 9:01 a.m.
Wirtek (WIRTEK.CO): IT outsourcing services
Dec. 1, 2022, 9:09 p.m.