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Copper Runs Short

Copper Runs Short

GMO, PIMCO, AQR, BCG & More

The Idea Farm
Bonds Rule Everything

Bonds Rule Everything

+ Deutsche Bank, Fisher Investments, Meketa, PitchBook & More

The Idea Farm
PE's zombie problem

PE's zombie problem

+ Michael Mauboussin, Dan Rasmussen, SpaceX, Unicorns & More

The Idea Farm
Breadth Is Back

Breadth Is Back

The Idea Farm
$700 Billion Untapped

$700 Billion Untapped

+ Greg Jensen, David Booth, David Rosenberg, Richard Bernstein & More

The Idea Farm
AI Ate Your Index

AI Ate Your Index

+ Scott Bessent, Jamie Dimon, Philipp Carlsson-Szlezak, Henry McVey & More

The Idea Farm
Quadrillion Problems

Quadrillion Problems

+ Ron Baron, Rob Arnott, David McWilliams, Jason Draho & more

The Idea Farm
CAPE Cried Wolf

CAPE Cried Wolf

+ Andrew Ang, Mark Pincus, Bob Robotti, Paul Kedrosky, and more

The Idea Farm
World's Cheapest Country

World's Cheapest Country

+ Scott Rubner, Michael Cembalest, Ken Griffin & More

The Idea Farm
Doing Nothing Wins

Doing Nothing Wins

+ AllianceBernstein, Goldman Sachs, Hendrik Bessembinder, PIMCO, Bain & More

The Idea Farm
Echoes of 1999

Echoes of 1999

Plus: Big Tech's buybacks are disappearing

The Idea Farm
Betting Against America

Betting Against America

+ Seth Klarman, Michael Mauboussin, Henry Kravis, Niall Ferguson & More

The Idea Farm