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The Ghost in the GPU: Tobin’s q and the Illusion of Investment

Fundamental Analysis

+2

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May 9, 2025

The Ghost in the GPU: Tobin’s q and the Illusion of Investment

What a Forgotten Economic Ratio Reveals About the AI Chip Crisis

Monoco Research
Monoco Research
Dancing with the Cycle: Lessons from Howard Marks

Economics

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Apr 12, 2025

Dancing with the Cycle: Lessons from Howard Marks

Understanding Market Rhythms, Human Psychology, and the Art of Second-Level Thinking

Monoco Research
Monoco Research

Monoco Research

Thinking clearly in noisy systems