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Foundational chemistry ideas needed to understand metals - 2023 February 13
To understand metals we need to understand some basic chemistry concepts.
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What is a metal - 2023 February 13
What exactly is a metal?
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Metals series introduction - 2023 February 12
Introduction to the series of posts about metals, what they are, how they are used, and how the markets around them work.
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Looking back at the RPA hype cycle - 2022 December 26
Looking back at the RPA hype cycle at the end of 2023
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FTX and madoff, simlarities and differences - 2022 December 03
The FTX crypto exchange collapse has some interesting things in common with the Bernie Madoff ponzi scheme but some very notable differences as well.
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The fall of FTX - 2022 November 13
The FTX crypto exchange has collapsed in spectacular fashion.
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Demand destruction anecdotes - 2022 November 09
Lately I've run across a few amazing examples of demand destruction that I couldn't help but write about.
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The 2006 debasement of NZ coinage - 2022 November 07
In 2006 NZ demonetized the 5c piece and entirely debased its 10, 20 and 50 cent coins.
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Expensive lettuce and cheap sushi - 2022 September 10
Australia had a lettuce shortage, perhaps the strongest manifestation so far of how food supplies are changing and how slack capacity has been removed from systems. We may be seeing the start of a new era with lower availability of variety in foods as compared to before.
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GameStop short squeeze part 3 - 2022 September 08
The aftermath of the GameStop short squeeze is still going on to this day, it's been over a year since the last post I made but multiple important developments have happened since then. While the media might be mostly silent about this now there's still some very important things happening with this stock that have much broader implications than just GameStop.
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