Rationalist ∫ {Romanticism ∪ Kapitalismus}: Theory in Practice
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I. Identity
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III. Structural Commentary
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2025
3
September
1
The September Cut: A Cheer or a Scream?
Type: [Thematic Essay]
2025-09-06 01:18 +0900
August
1
Follow-Up on Underweight Call: PWR
[Market Call: UNDERWEIGHT, HOLD]
Type: [Quick Note, Follow-Up]
2025-08-13 21:43 +0900
March
1
Quanta Services (PWR): Overcharged Electric Grid
[Market Call: UNDERWEIGHT]
Type: [Investment Memo]
2025-03-19 08:39 -0600