addendumaddingaiamericaamericananalysingangstanotherappleaprilbabblebadbankbanksbasisbearbearishbitcoinblackstonebojbondbondsbookboombrumbybubblebuffettbullishbuybuyingchangechangedchasecheapchinachinesechristmascivilisationclarkclearinghouseclearinghousescomecomescompanionconstructioncountrycurrenciescuttingdealdecemberdeepseekdefencedigitaldipdollardonedowngradeeconomistempireenergyequityeverythingexistentialfailedfarfebruaryfedfertilityfinancefoodfreegetgldgogoinggoldgoodgreedhaikuhandlehighhopeideaimportantinflationinvestinginvestmentjanuaryjapanjapanesejgbsjunkjustlabourlearnedlessonslonglosinglovemacromakemarchmarketmeanmeaningmetalsminersmodernmomentumnameneedneonewsnewsletternextniipnovembernvidiaoctoberoiloldpeakpillplaypoliciespoliticsportfoliopostpreciouspricesprivateproratesreadrealreallyrecessionredrestaurantreviewripriskrussellsayscarcitysectorsellsellingsemisemiconductorssemisshiftshortslopesomethingstagestillstockstocksstrategytakingtechtechnologytheorythinkthinkingthoughtstimetlttradetreasuriestrumptruthtryingukupdateusvixwallwaywesternwickedwidowmakerwinningwonworkworldworrywrongyenyields