Subject: Midterm Markets

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Tavakoli Structured Finance LLC
Allow me to issue and control a nation’s money, and I care not who makes the laws.”
Mayer Amschel Rothschild
Midterm Markets
Stephen Miller: Democrat or Republican?

“If you like crime, illegal immigration, inflation, gender indoctrination and child castration — vote Democrat.
 
If you are a normal, well-adjusted person who does not like any of these things — vote Republican.”
Conspiracies Are More Than Just Theories
Note the ages of Jay Gould and Henry Fisk, Jr. at the time and how easily they got away with it.
New Cover, Same Feb 2022 Book
3rd Edition

Released February 23, 2022

"Tavakoli's research work has been endorsed by, for example, the late Nobel prize winner, Merton Miller, and the "Big Short" hedge fund manager, Michael Burry."

Intelligent Commodity Investing

Via Reddit: Reconstructing Burry's Research Process


From FCIC staff audiotape of interview with Michael Burry, Cornwall Capital[between timestamps 1:36:20 and 1:38:40]:

" ... It was a dark market. I was onto WorldCom pretty early and they went from investment grade to bankrupt overnight ... I wondered why I didn't make more money on this ... it hit me that's the way to short companies ... and I noted there was a lot of these highly rated super leveraged companies where you could buy credit default swaps ... and so I bought books ... Janet Tavakoli's 1998 book, and that was the first book I read ... I didn't take all those equations and apply them ... but I got the basics of the market from that."
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