The Leyendecker View Newsletter

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The New Oil Crisis

Welcome to This Week’s Leyendecker View The only thing necessary for the triumph of evil is for good men to do nothing.– Edmund Burke FAVORITE READ OF THE WEEK AI…

April 3, 2026

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May 27, 2022

IRR Is a Vanity Metric

May 27, 2022 We learn from history is that we do not learn from history. – Friedrich Hegel THOUGHTS FROM DOUG Let’s not forget: ALL inflation is transitory. The obvious…

May 20, 2022

The New King of Europe

May 20, 2022 A nickel ain’t worth a dime anymore.– Yogi Berra THOUGHTS FROM DOUG Given the recent stock market drubbing, will the Fed reverse course and move away from…

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