The Digest #128

The Rational Walk

Jul 30, 2022

Truth and Lies, Recession or Hovering?, Forward Guidance, Howard Marks, TransDigm, Tumi & Roam Luggage, Jeremy Grantham

2 Comments

Jul 30, 2022Liked by The Rational Walk

Thanks for the link! Enjoying your newsletter as well!

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Stephen Clapham

Behind the Balance Sheet

Jul 30, 2022Liked by The Rational Walk

Great article

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