Campbell Ramble

Campbell Ramble

Home
Chat
Archive
About

Sitemap - 2024 - Campbell Ramble

The S Curve Strikes Back

"Fill it up again!"

Stocks vs Bonds

The S Curve is Here

Still Long Silver

No Soup (aka Gallium) For You!

Why We're Still Long Gold

Convert of Doom

24 Views for 2024: Year in Review

Perfect Alignment is Perfectly Impossible

The Death of Globalism

Portfolio Moves

The New New Deal: The Pu Pu Platter

The 100% Inheritance Tax

Stop Trying to Kill Bloomberg

New New Deal

Conflict is Inflationary: Part 2

Three Green Lines

Where Did All the Lamplighters Go?

Why I'm still short Boeing

We are going to run out of silver

The Tit-for-Tat Loop

Is this China's "Whatever It Takes"?

A Depression with Chinese Characteristics

The Silver Singularity

Irrational Doomers

The Unicorn Economy: The Great Liquidity Drought

Reflections on Inflation

This is what short vol feels like

The (equity) volatility machine is down

Sahm Sunday Drama

California vs New York

How Will AI Make Money (in Finance)?

Time to Hedge?

How to Short a Startup

Where Did All the Farmers Go?

Freedom of Navigation

Where is the market for US housing going?

Silver in India

Don't Trust Machines

Gold in China

Nevsky's Choice

Evergrande is Dead

Time for a Bottom in Chinese Stocks?

24 Views for 2024

© 2025 Alexander Campbell
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More