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Diamonds Aren’t Forever
<p>The diamond industry is dying.</p><p>Three weeks ago, The Bear Cave <a href="https://thebearcave.substack.com/p/problems-at-signet-jewelers-sig">highlighted</a> the disruption from lab-grown diamonds, which are chemically, optically, and physically identical to natural diamonds but much cheaper and environmentally sustainable. The Bear Cave wrote, “The trend of lab-grown diamonds is accelerating quickly [and] will cause a strong …
The Bear Cave #260
<p>Welcome to The Bear Cave! Our last premium articles were “<a href="https://thebearcave.substack.com/p/problems-at-signet-jewelers-sig">Problems at Signet Jewelers (SIG)</a>” and “<a href="https://thebearcave.substack.com/p/diamonds-arent-forever">Diamonds Aren’t Forever</a>” and our next special investigation comes out Thursday, February 20.</p><h2><em><strong>New Activist Reports</strong></em></h2><p>Culper Research <a href="https://x.com/CulperResearch/status/1886782408650797198">published</a> on <strong>Applied Optoelectronics</strong> (NASDAQ: AAOI — $1.42 billion), a manufacturer of fiber optic networking …
How Financial Models Trick Smart People
<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F95b55f4c-4176-4b1e-834d-965671350fac_800x450.jpeg" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="21 Coole Toepassingen met Excel - TailorIT" class="sizing-normal" height="450" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F95b55f4c-4176-4b1e-834d-965671350fac_800x450.jpeg" title="21 Coole Toepassingen met Excel - TailorIT" width="800" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" viewBox="0 0 24 24" …
Coming soon
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Welcome to The Crux!
<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://images.unsplash.com/photo-1657823388286-d604869b2c9a?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wzMDAzMzh8MHwxfHNlYXJjaHw4fHx0aGUlMjBjcnV4fGVufDB8fHx8MTczNjQzNTg1NHww&ixlib=rb-4.0.3&q=80&w=1080" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="a table and chairs outside a building" class="sizing-normal" height="4127" src="https://images.unsplash.com/photo-1657823388286-d604869b2c9a?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wzMDAzMzh8MHwxfHNlYXJjaHw4fHx0aGUlMjBjcnV4fGVufDB8fHx8MTczNjQzNTg1NHww&ixlib=rb-4.0.3&q=80&w=1080" title="a table and chairs outside a building" width="6191" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" viewBox="0 0 24 24" …
The Crux Weekly: Univ. of Iowa, No Colleges in Gaza, and a Prayer Meeting Before Inauguration
<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9f89719f-d3af-472a-be0a-a05d2ca34826_1080x1080.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="" class="sizing-normal" height="1080" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9f89719f-d3af-472a-be0a-a05d2ca34826_1080x1080.png" width="1080" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" viewBox="0 0 24 24" width="20" xmlns="http://www.w3.org/2000/svg"><path d="M3 12a9 9 0 0 1 9-9 9.75 9.75 0 0 …
The Crux Weekly: Lectio 365, SPD Officer Fired for Killing Grad Student and What's the Point of Education?
<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://images.unsplash.com/photo-1544097433-5bbf1c87e24e?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wzMDAzMzh8MHwxfHNlYXJjaHwxMHx8d2lsZGZpcmV8ZW58MHx8fHwxNzM3MDQ4NjI3fDA&ixlib=rb-4.0.3&q=80&w=1080" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="north american p-51 mustang" class="sizing-normal" height="2848" src="https://images.unsplash.com/photo-1544097433-5bbf1c87e24e?crop=entropy&cs=tinysrgb&fit=max&fm=jpg&ixid=M3wzMDAzMzh8MHwxfHNlYXJjaHwxMHx8d2lsZGZpcmV8ZW58MHx8fHwxNzM3MDQ4NjI3fDA&ixlib=rb-4.0.3&q=80&w=1080" title="north american p-51 mustang" width="4272" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" viewBox="0 0 24 24" width="20" xmlns="http://www.w3.org/2000/svg"><path d="M3 12a9 9 0 …
Em breve
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The Crux Weekly: Michelle Higgins, Bishop Budde and the Hopes and Fears in Higher Education in Trump's Second Term
<div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F70afde4f-e68b-43ce-a0c1-05a770825121_720x720.png" target="_blank"><div class="image2-inset"><source type="image/webp" /><img alt="" class="sizing-normal" height="720" src="https://substackcdn.com/image/fetch/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F70afde4f-e68b-43ce-a0c1-05a770825121_720x720.png" width="720" /><div class="image-link-expand"><div class="pencraft pc-display-flex pc-gap-8 pc-reset"><div class="pencraft pc-reset icon-container restack-image"><svg class="lucide lucide-refresh-cw" fill="none" height="20" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round" stroke-width="2" viewBox="0 0 24 24" width="20" xmlns="http://www.w3.org/2000/svg"><path d="M3 12a9 9 0 0 1 9-9 9.75 9.75 0 0 …
Growth Stocks
<p>Bom, tudo deve começar de algum lugar e eu achei razoável começar escrevendo sobre o porquê eu resolvi investir em e escrever sobre empresas de crescimento e tecnologia no geral.</p><p>Há alguns anos, quando comecei a investir em bolsa lá pelos meus dezoito anos, acessar mercados estrangeiros era missão muito mais …