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The King Of Iron
The Most Forgotten Commodity & 16% Dividend Yield
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Cyclical Value Investing
3

September 2024

The Coming War With Iran
Or The Single Most Impactful Event on Your Portfolio This Decade
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Cyclical Value Investing
9
The Secret Winners Of Declining Interest Rates
Are Compounders and Serial Acquirers Still Worth It?
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Cyclical Value Investing

August 2024

Corporate Decay
GE, Boeing, Intel On The Path Of Decay
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Cyclical Value Investing
3
Pivotal Moments - US Election
Start To Price Political Risks In Developed Markets
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Cyclical Value Investing
5

July 2024

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

May 2024

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

April 2024

Plazza (dis)Accords (Part 2)
China's Diverging Path From Japan
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Cyclical Value Investing
9
© 2024 Jonathan Schramm
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