ASB Partners Nuggets 9.20.24

This is a short weekly email that covers a few things I’ve found interesting during the week.

Interesting Links/Reads

1. The argument that gold equities today offer an unprecedented combination of low valuation and high potential return as evidenced by the underperformance of the Gold Bugs Index (HUI)

   

2. Poetic Description of Investment Bankers from the WSJ

   

3. Prices of many stocks to be quoted in increments of $0.005.

4. How Judaism Influenced Ayn Rand

   

5. .Why some commodities are at all time highs and others are at all time lows

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6. The Chinese economy is imploding

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Tweet/Notes

https://x.com/DeadLiftCapital/status/1836861561610326526

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I hope you enjoyed it.

Adam