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May 2025

☕ Intel Valuation
Tuesday: Investment Insight
 • 
Michael Walsh
☕ Existing Home Sales, 10-2 Yield Spread
Monday: Market Pulse
 • 
Michael Walsh
☕ New Michael Mauboussin paper on Drawdowns and Recoveries
Saturday: Weekend Reads — New paper on drawdowns and recoveries
 • 
Michael Walsh
☕ The hard-easy effect
Friday: Mental Model / Big Idea
 • 
Michael Walsh
☕ The US Government has a debt problem, but it's improving.
Thursday: Data Dive — Some charts that will make you think
 • 
Michael Walsh
☕ Think In Quarters
Wednesday: Personal Edge — Quarterly planning > monthly, yearly, weekly
 • 
Michael Walsh
☕ YouTube CEO at MoffetNathanson
Tuesday: Investment Insight — Neal Mohan lays out how YouTube has been growing, changing for the better, and implementing new features.
 • 
Michael Walsh
☕ Housing Starts, Inflation, and Treasury Yields
Monday: Market Pulse
 • 
Michael Walsh
☕ Newsletter Rec: Michael Mauboussin
Saturday: Weekend Reads — Infrequent deep work from legend Mr. Mauboussin and where to get it
 • 
Michael Walsh
☕ J-Curve Prevalence in Our Lives
Friday: Mental Model / Big Idea — The J-curve is everywhere, and we would be better to remember it often.
 • 
Michael Walsh
☕ US Treasuries at 5%
Thursday: Data Dive
 • 
Michael Walsh
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