I've gone through a lot of his stuff and I'd say that generally I like it but that he also seems to have a confirmation bias so be careful. I don't always come to the same conclusions as he does when looking at the same data.
For instance: he claims everyone knew the cost of capital was going to go up in 22 due to boomers retiring. Umm, okay, where's the proof? It's pretty obvious to me that this was due to the supply chain scarcity and inflation.
I've gone through a lot of his stuff and I'd say that generally I like it but that he also seems to have a confirmation bias so be careful. I don't always come to the same conclusions as he does when looking at the same data.
For instance: he claims everyone knew the cost of capital was going to go up in 22 due to boomers retiring. Umm, okay, where's the proof? It's pretty obvious to me that this was due to the supply chain scarcity and inflation.