The Eurasian Century

Home
The Eurasian Century
Cyclical Value Investing
Archive
Leaderboard
About
The Secret Winners Of Declining Interest Rates
Are Compounders and Serial Acquirers Still Worth It?
 • 
Cyclical Value Investing

August 2024

Corporate Decay
GE, Boeing, Intel On The Path Of Decay
 • 
Cyclical Value Investing
3
Pivotal Moments - US Election
Start To Price Political Risks In Developed Markets
 • 
Cyclical Value Investing
1

July 2024

(Money) Made In China - Semiconductors Part 2
If Chips Are The New Oil, These Are The Drillers
 • 
Cyclical Value Investing
(Money) Made In China - Semiconductors Part 1
Chips Are The New Oil
 • 
Cyclical Value Investing

May 2024

News Updates
History Happening In Real Time
 • 
Cyclical Value Investing
(Money) Made In China - Part 3
Renewables, Aerospace, and Missed Sectors
 • 
Cyclical Value Investing
(Money) Made In China - Part 2
Improved Tech For Improved Returns
 • 
Cyclical Value Investing
(Money) Made In China - Part 1
In China, Money Follow Hardware Tech, Not Software
 • 
Cyclical Value Investing

April 2024

Plazza (dis)Accords (Part 2)
China's Diverging Path From Japan
 • 
Cyclical Value Investing
8
Plaza (dis)Accords (Part 1)
No Chinese Collapse In View
 • 
Cyclical Value Investing
A New Type Of Civilization
Industrial Civilization Rising - With China As An Entirely New Model
 • 
Cyclical Value Investing
© 2024 Jonathan Schramm
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture