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Network International - “Dubious Purchase Objections”: An Open Letter to Ron... 22 December 2020
Siltronic AG - The Whiff at WAF: An Open Letter to the Chairman of the Siltronic... 07 December 2020
Macro - Cyclical Rotation and the Pfizer Vaccine 11 November 2020
Covid-19 - Dud COVID vaccines are no silver bullet 22 October 2020
Covid-19 - Great Expectations for vaccines threaten more Hard Times 16 September 2020
Covid-19 - The biggest fraud: Part 3 – Investment Implications 13 August 2020
Covid-19 - The biggest fraud: Part 2 – The vaccine swindle 27 July 2020
Covid-19 - The biggest fraud: Part 1 – The hocus “science&rdquo... 27 July 2020
Wirecard AG - Why Wirecard had more red flags than a communist rally 22 June 2020
Wirecard AG - 48-hours for brazen Braun to bail-out Wirecard 18 June 2020
Macro - Diversifying style bias, discounting the discourse of doom and th... 15 June 2020
Positioning - Is the end of lockdown knockdown sale still on? 05 June 2020
Comment - The expert opinion of the shaman and the caveman’s search f... 11 May 2020
Comment - ‘Herd Immunity’: how the virus will change the fund m... 22 April 2020
Comment - The rational risk-taking of the restless caveman 17 April 2020
Positioning - Only a perma-bear brings a knife to a bazooka fight 14 April 2020
Positioning - Dividends in peril: where now for equity income? 01 April 2020
Macro - The free will of cavemen, herd immunity and the value of contrari... 30 March 2020
Comment - In defence of short selling 27 March 2020
Comment - Locked up but still trading: the Argonaut guide to surviving the... 26 March 2020
Macro - The Black Death-48 and COVID-19: the economic consequences of a p... 19 March 2020
Portfolio Management - Diversified Double Alpha 18 March 2020

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