The best of Shrewd'm

Huckabees, please	Goofyhoofy	Atheist Shrewds	47	09/05/26
Rankings for 31Aug2026	elann	Mechanical Investing	40	08/31/26
Rankings for 17Aug2026	elann	Mechanical Investing	40	08/17/26
Re: No flow	SuisseBear	Macroeconomic Trends & Risks	38	09/04/26
Rankings for 7Sep2026	elann	Mechanical Investing	36	09/07/26
Rankings for 24Aug2026	elann	Mechanical Investing	35	08/24/26
Rankings for 10Aug2026	elann	Mechanical Investing	31	08/10/26
Re: Question of the week	Brickeye	Living Abroad	27	08/31/26
Undermining the AI business case	WendyBG	Macroeconomic Trends & Risks	27	09/05/26
MCT inflation	mungofitch	Macroeconomic Trends & Risks	26	08/29/26
Re: A New Berkshire	Texirish	Berkshire Hathaway	25	08/17/26
Control Panel: Labor Day weekend	WendyBG	Macroeconomic Trends & Risks	23	09/06/26
Trends and Ranks 21-Aug-26	mapg	Mechanical Investing	22	08/21/26
Blocking the Red Sea to oil shipments	WendyBG	Macroeconomic Trends & Risks	22	09/01/26
Private equity, private credit - problems	WendyBG	Macroeconomic Trends & Risks	22	08/10/26
Re: BN 2026 Q2 Results	Manlobbi	Brookfield Corporation	22	08/24/26
Re: This is OUR AI	Baybrooke	Berkshire Hathaway	22	08/22/26
Hedge funds swing Treasury market	WendyBG	Macroeconomic Trends & Risks	21	08/28/26
Re: Examining 4 timing schemes	musselmant	Mechanical Investing	21	08/18/26
GSEs backing Shadow Bank mortgages	WendyBG	Macroeconomic Trends & Risks	20	08/14/26
Private credit clamping down on PIK loans	WendyBG	Macroeconomic Trends & Risks	20	08/11/26
Timing N1T using ratio of sma	lizgdal	Mechanical Investing	20	08/20/26
The REAL Northwest Passage	WendyBG	Macroeconomic Trends & Risks	20	08/15/26
Trends and Ranks 14-Aug-26	mapg	Mechanical Investing	19	08/14/26
Re: Value, when to buy	mungofitch	Berkshire Hathaway	19	09/03/26
Trends and Ranks 04-Sep-26	mapg	Mechanical Investing	19	09/04/26
Trends and Ranks 28-Aug-26	mapg	Mechanical Investing	19	08/28/26
Re: Chart: timing with Nas100 RS screen	Drond	Mechanical Investing	18	08/15/26
Re: Jassy on AI infrastructure economics	EVBigMacMeal	Alphabet	18	08/13/26
Personalized cancer therapy	WendyBG	Macroeconomic Trends & Risks	17	09/04/26
A 35% "skim rate" on Medigap Plans?	intercst	Retirement Investing	17	08/22/26
Re: Jassy on AI infrastructure economics	BreckHutHigh	Alphabet	16	08/11/26
Re: A New Berkshire	Texirish	Berkshire Hathaway	16	08/20/26
Examining 4 timing schemes	rayvt	Mechanical Investing	16	08/16/26
OT: For ship nerds	OrmontUS	Macroeconomic Trends & Risks	16	09/06/26
Re: Examining 4 timing schemes	rayvt	Mechanical Investing	15	08/18/26
Re: Bond yields are returning to normal	OrmontUS	Macroeconomic Trends & Risks	15	08/19/26
Control Panel: Central banks add moral hazard	WendyBG	Macroeconomic Trends & Risks	15	08/16/26
Cost of doing business	mungofitch	Alphabet	15	08/26/26
Did Dodgers Expose the Real Time Bomb?	LongTermBRK	Berkshire Hathaway	15	08/18/26
Leverage and GTR1	lizgdal	Mechanical Investing	14	08/16/26
Control Panel: Warsh, Bessent, interest rates	WendyBG	Macroeconomic Trends & Risks	14	08/30/26
Re: Barrons cover, AI Capex Bubble About to Burst?	RaplhCramden	Berkshire Hathaway	14	09/03/26
Re: Non-US shares with management you trust	rnam	Non-US Stocks	14	09/07/26
Re: Barrons cover, AI Capex Bubble About to Burst?	iluvbabyb	Berkshire Hathaway	14	09/02/26
I'm wildly bullish on BRK	WEBLUNCHx2	Berkshire Hathaway	14	08/12/26
Canadian REITs	TheReitStuff	Non-US Stocks	14	08/25/26
Re: OT: Apple	TheReitStuff	Berkshire Hathaway	13	09/07/26
Bond yields, inflation and markets	WendyBG	Macroeconomic Trends & Risks	13	08/28/26
OT: The "Car Wash Problem"	earslookin	Berkshire Hathaway	13	08/23/26

Re: The 90% rule for Social Security	sykesix	Retirement Investing	31	09/08/26
Re: Non-US shares with management you trust	mungofitch	Non-US Stocks	29	09/09/26
call for more research	musselmant	Mechanical Investing	24	09/08/26
Re: OT: Apple	Goofyhoofy	Berkshire Hathaway	21	09/09/26
Re: OT: Apple	mungofitch	Berkshire Hathaway	15	09/09/26
Re: OT - GE acquires CPP	BandonDunes	Berkshire Hathaway	12	09/09/26
Re: tqqq	Mark19	Mechanical Investing	12	09/09/26
A new South America	jerryab	Macroeconomic Trends & Risks	11	09/08/26
Re: Arezi Ratio for Sep 7	elann	Mechanical Investing	10	09/08/26
Re: Ask Not for Whom the Bell Tolls . . .	mungofitch	Berkshire Hathaway	10	09/09/26

SI Pro Rankings 2026-09-04	lohill	Mechanical Investing	51	09/05/26
Huckabees, please	Goofyhoofy	Atheist Shrewds	47	09/05/26
BCC Updated to 09/04/2026	zeelotes	Mechanical Investing	46	09/04/26
My Body is a temple..	sano	Atheist Shrewds	44	08/14/26
SI Pro Rankings 2026-08-14	lohill	Mechanical Investing	43	08/15/26
SI Pro Rankings 2026-08-28	lohill	Mechanical Investing	43	08/29/26
Arezi Ratio for Aug 24	elann	Mechanical Investing	40	08/21/26
Rankings for 31Aug2026	elann	Mechanical Investing	40	08/31/26
Rankings for 17Aug2026	elann	Mechanical Investing	40	08/17/26
BCC Updated to 08/28/2026	zeelotes	Mechanical Investing	39	08/28/26
Re: No flow	SuisseBear	Macroeconomic Trends & Risks	38	09/04/26
BCC Updated to 08/21/2026	zeelotes	Mechanical Investing	37	08/22/26
Credibility - straws in the wind	mungofitch	Macroeconomic Trends & Risks	36	08/11/26
Rankings for 7Sep2026	elann	Mechanical Investing	36	09/07/26
SI Pro Rankings 2026-08-21	lohill	Mechanical Investing	36	08/22/26
Rankings for 24Aug2026	elann	Mechanical Investing	35	08/24/26
Re: No flow	suaspontemark	Macroeconomic Trends & Risks	34	09/03/26
Re: Non-US shares with management you trust	TheReitStuff	Non-US Stocks	33	09/07/26
BCC Updated to 08/14/2026	zeelotes	Mechanical Investing	32	08/15/26
Arezi Ratio for Aug 17	elann	Mechanical Investing	32	08/14/26
Rankings for 10Aug2026	elann	Mechanical Investing	31	08/10/26
Arezi Ratio for Aug 31	elann	Mechanical Investing	31	08/28/26
Re: The 90% rule for Social Security	sykesix	Retirement Investing	31	09/08/26
No flow	mungofitch	Macroeconomic Trends & Risks	30	09/03/26
Re: Value, When to Buy- Confusion?	bacon	Investing Beginners	30	09/04/26
Re: Non-US shares with management you trust	mungofitch	Non-US Stocks	29	09/09/26
wider	weatherman	Space Exploration Technologies	29	08/24/26
Re: The quantum underpinnings of existence	sano	Atheist Shrewds	28	08/29/26
Rankings 3 momentum screens	rayvt	Mechanical Investing	27	08/29/26
Re: Question of the week	Brickeye	Living Abroad	27	08/31/26
Undermining the AI business case	WendyBG	Macroeconomic Trends & Risks	27	09/05/26
Arezi Ratio for Sep 7	elann	Mechanical Investing	27	09/07/26
Re: Huckabees, please	flightdoc 101	Atheist Shrewds	27	09/06/26
Oaktree’s UWM deal	rnam	Brookfield Corporation	27	08/11/26
Re: Huckabees, please	AdrianC	Atheist Shrewds	26	09/05/26
Thank you, Tim Cook!	iluvbabyb	Apple	26	08/31/26
Earnings	tecmo	Dollar General	26	08/27/26
My favorite new response	Goofyhoofy	Atheist Shrewds	26	09/07/26
MCT inflation	mungofitch	Macroeconomic Trends & Risks	26	08/29/26
Summary: 3 Nas100 momentum screens	rayvt	Mechanical Investing	25	08/12/26
Re: A New Berkshire	Texirish	Berkshire Hathaway	25	08/17/26
call for more research	musselmant	Mechanical Investing	24	09/08/26
Re: The psychology of retiring - oft ignored	FlyingCircus	Retirement Investing	24	09/04/26
Re: A New Berkshire	Texirish	Berkshire Hathaway	24	08/16/26
Re: Huckabees, please	onepoorguy	Atheist Shrewds	24	09/06/26
Totally OT: My new historical novel	WendyBG	Macroeconomic Trends & Risks	23	08/25/26
Control Panel: Labor Day weekend	WendyBG	Macroeconomic Trends & Risks	23	09/06/26
BRK and S&P value growth	mungofitch	Berkshire Hathaway	22	08/14/26
Trends and Ranks 21-Aug-26	mapg	Mechanical Investing	22	08/21/26
Re: How to invest (part 1 of 3) Shrewd'm style	kerwin	Investing Beginners	22	08/21/26