addendumaddingaiamericaamericananalysingangstanotherappleaprilbabblebadbankbanksbasisbearbearishbitcoinblackstonebojbondbondsbookboombrumbybubblebuffettbullishbuychangechangedchasecheapchinachinesechristmascivilisationclarkclearinghouseclearinghousescomecomescompanionconstructioncountrycurrenciescuttingdealdecemberdeepseekdefencedigitaldipdollardonedowngradeeconomistempireenergyequityeverythingexistentialfailedfarfebruaryfedfertilityfinancefoodfreegetgldgogoinggoldgoodgreedhaikuhandlehighhopeideaimportantinflationinvestinginvestmentjanuaryjapanjapanesejgbsjunkjustlabourlearnedlessonslonglosinglovemacromakemarchmarketmeanmeaningmetalsminersmodernmomentumnameneedneonewsletternextniipnvidiaoiloldpeakpillplaypoliciespoliticsportfoliopostpreciouspricesprivateproratesreadrealreallyrecessionredrestaurantreviewripriskrussellsayscarcitysectorsellsellingsemisemisshortslopesomethingstagestillstockstocksstrategytechtechnologytheorythinkthinkingthoughtstimetlttradetreasuriestrumptruthtryingukupdateusvixwallwaywesternwickedwidowmakerwinningwonworkworldworrywrongyenyields