addendumaddingaiamericaamericananalysingangstanotherappleaprilarbitragingbabblebadbankbanksbasisbearbearishbitcoinblackstonebojbondbondsbookboombrumbybubblebuffettbullishbuybuyingchangechangedchasecheapchinachinesechristmascivilisationclarkclearinghouseclearinghousescomecomescompanioncompetitionconstructioncountrycurrenciescuttingdealdecemberdeepseekdefencedigitaldipdollardonedowngradeeconomistempireenergyequitiesequityeverythingexistentialfailedfarfebruaryfedfertilityfinancefoodfreegetgldgogoinggoldgoodgreedhaikuhandlehighhopeideaimportantinflationinvestinginvestmentjanuaryjapanjapanesejgbsjunkjustlabourlearnedlessonslonglosinglovemacromakemarchmarketmeanmeaningmetalsminersmodernmomentumnameneedneonewsnewsletternextniipnovembernvidiaoctoberoiloldpeakpillplaypoliciespoliticsportfoliopostpreciouspricesprivateproratesreadrealreallyrecessionredrestaurantreviewripriskrussellrussiasayscarcitysectorsellsellingsemisemiconductorssemisshiftshortslopesomethingstagestillstockstocksstrategytakingtechtechnologytheorythinkthinkingthoughtstimetlttradetreasuriestrumptruthtryingukupdateusvixwallwaywesternwickedwidowmakerwinningwonworkworldworrywrongyenyieldyields