How inventory affects cash flow and return on equity.
Do stock price changes cause fundamental changes rather than the other way around?
How the oldest hedge fund model is bigger and more profitable than ever.
How it explains cheap luxuries, strong pricing power, and good careers.
Understanding why different types of funds charge different fees.
How to think about the economy as interlocked supply chains.
Where interest rates comes from, why they exist, and who they impact the most.
