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Liberty, Finance, Bullsh*t: Weekend Must Reads

quoth the raven's Photo
by quoth the raven
Saturday, Mar 19, 2022 - 12:22

Yet another week is down the tubes. Here’s a wrap up of some of my most recent stories, including stocks and sectors that I am paying extra close attention to heading into the new week.

All of my subscribers this week got my analysis of why the dominance of the U.S. dollar is fading right before our eyes…

…and a reminder that the Hunter Biden laptop story turned out to be 100% true (and has now been confirmed by the NY Times) - and that no media or politicians who openly called it “Russian disinformation” have been held accountable for their lies.

Weekend hangover vibes

Additionally this week, I had exclusive interviews with both Rangely Capital’s Chris DeMuth and Lawrence Lepard.


🔥 Subscribe to an annual plan at any time this weekend, then email me (quoththeravensa@gmail.com) with the email you used to subscribe, and I will extend your subscription for an extra 6 months for free: Subscribe now


DeMuth offered his take on macro and the current conflict in Ukraine.

“…most of the direct and secondary players are committed.  That leaves China.  They could make or break Russia’s attack.  They will certainly exact aggressive terms in return for whatever they commit,” DeMuth explained to me.

You can read my full interview with DeMuth here: "They Will Fuck It Up": Chris DeMuth On The Fed's 'Soft Landing' Plans, Commodities, Ukraine, Chinese ADRs And More

Lepard explained to me why what just happened with Russia in the last two weeks is “enormously important and misunderstood” by many investors.

“The Russian invasion of Ukraine and the corresponding Western sanctions and seizure of Russian FX reserves are nothing short of a monetary earthquake. The last comparable event was Nixon's abandonment of the gold standard in 1971,” Lepard told me.

You can read my full interview with Lepard here: Russia Has Caused A "Monetary Earthquake", Fiat Currencies Are Going To "Fail Spectacularly"

In addition, I also wrote about one tech stock that I think is actually a cash cow in disguise. That stock is already up 16% in just the four days since I’ve written about it, but I think it has room for further upside.

Subscribers over the last several weeks got:

Subscribers over since the beginning of the year have also had access to:

Additionally, subscribers get:

  • Near daily analysis of what I am watching in the markets and subscriber-only discussion posts that I try and respond to personally, when possible. For example, also in the past week, I argued why markets could go “limit down” soon.

  • Subscribers also had access to my 22 Stocks To Watch for 2022, with several of these stocks already starting 2022 off great.

  • Exclusive interviews you won’t get anywhere else on the web: last week I interviewed a former floor trader who explained why the markets could “waterfall” and a shipping expert who offered up one scenario for freight rates potentially exploding in 2022


🔥 Subscribe to an annual plan at any time this weekend, then email me (quoththeravensa@gmail.com) with the email you used to subscribe, and I will extend your subscription for an extra 6 months for free: Subscribe now

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