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How Oversold Are Regional Bank Stocks?

Bargain basement prices won't last long

May 4 •

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Here's Proof that Extreme Poverty Statistics are Unreliable

Quantifying the World Bank bias

Apr 29 •

The Strategic Implications of a Tripolar Nuclear Order

On the instability of a tripolar world

Mar 28 •

Bank Stocks Are Oversold

Regional bank stocks are especially cheap

Mar 16 •

Biden Needs a Foreign Policy Reset

Sino-American relations are too important to bungle

Mar 11 •

The Geography of Despair

Deindustrialization is not the culprit

Mar 9 •

Betting-Against-Beta is Over

Probably due to post-GFC funding constraints

Mar 4 •

A Janus-Faced Administration

Has the contrast ever been greater?

Feb 27 •

Policy Tensor

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