Beyond Institutional Thinking
Reasoning you can disagree with.
Now Concentrate.
Hubris in the long bond·Two re-rating securities, alike only in not being AI·Concentration that is circular, not merely large·Investigating the bull and bear disagreement, with critical events defined
I
Making a market in bonds
28 August 2026 | US 30-year Treasury 5.21% · 10-year 4.72% · Federal debt $40tn IIResin to be cheerful?
28 August 2026 | PureCycle Technologies (Nasdaq: PCT) — $6.50 IIICircular reasoning
28 August 2026 | Index concentration and circular risks IVA rare nugget in the gold business
28 August 2026 | Wesdome Gold Mines (TSX: WDO) — C$33.80 · Gold $4,454/oz · Silver $66.15/oz VWhat to watch · Where to check
Figures to watch and developments to monitor
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