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Cassandra Unchained· 2026-02-15 06:13
My short form thoughts on market events for Jan 2ndhttps://t.co/XeFOWH8mPy https://t.co/Hiru0frn2g ...
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Cassandra Unchained· 2026-02-15 06:11
A paper I wrote in 1994 on health care incentiveshttps://t.co/pOe0QMpFR2 https://t.co/C9l4XT5lyw ...
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Cassandra Unchained· 2026-02-15 06:09
Molina Healthcare MOH analysishttps://t.co/zKuUiU8bhp https://t.co/e88ZsgVJ5g ...
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Cassandra Unchained· 2026-02-15 06:08
The Pychology of Investing in the Information AgeOur best impression of Charlie Munger, RIPhttps://t.co/vNx0Uv4esQ https://t.co/WKwl3bXsFW ...
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Cassandra Unchained· 2026-02-15 06:06
The Big Short Squeeze and details of my history with the stock leading up to it$GMEhttps://t.co/p7lnwtSyEo https://t.co/uLFRZgtDND ...
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Cassandra Unchained· 2026-02-15 06:03
Supply Side Gluttony Recurrence$NVDA and I answer subscribers questions in long form.https://t.co/JmTGmz4pLp https://t.co/gMggOQWdBm ...
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Cassandra Unchained· 2026-02-15 06:01
Fannie and FreddieI go through the situationhttps://t.co/oA7eO9yvm0 https://t.co/0YBv0DZsTP ...
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Cassandra Unchained· 2026-02-15 06:00
Our December Charity of the Month, Together California, which is doing so much for foster children in the LA Area.https://t.co/xjPgCdMTeb https://t.co/0hpZcRl1U9 ...
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Cassandra Unchained· 2026-02-15 05:58
My appearance on Michael Lewis’s podcast.I don’t do this for a reason.https://t.co/CPZkguhIBt https://t.co/HbSmUQVnuB ...
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Cassandra Unchained· 2026-02-15 05:57
Tragic Algebra of SBC - we do some basic algebra and bring to light something no one wants to discusshttps://t.co/lLUZYDD4bU https://t.co/DlHgbKA20x ...