The Leyendecker View Newsletter

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The Consequences of Policy

Welcome to This Week’s Leyendecker View I think that a life properly lived is just learn, learn, learn all the time.–Charlie Munger FAVORITE READS OF THE WEEK The mental inheritance…

October 10, 2025

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September 23, 2022

The Great Leap Backward

September 23, 2022 Without price stability, the economy doesn’t work for anyone. – Fed Chairman Jerome Powell THOUGHTS FROM DOUG Pakistan now wants the world to pay for its latest…

September 16, 2022

China Preparing to Go It Alone

September 16, 2022 Politics is more difficult than physics.– Albert Einstein THOUGHTS FROM DOUG Volatility lowers valuations. Ask oil and gas companies about their 2015 to 2020 experience. Sure seems…

September 9, 2022

Democracy Is Now in Decline

September 9, 2022 It has always been easy to hate and destroy. To build and to cherish is much more difficult. – Queen Elizabeth, RIP THOUGHTS FROM DOUG As US…

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