Notes From The Rabbit Hole (NFTRH) is his weekly subscription letter, which you can read about (and get a few example copies) on the blog’s links. It’s always a good read but this weekend’s, NFTRH286, was particularly sharp and excellent. You should subscribe to it, too.
And no, I’m not on commission or anything of the sort. I just want to get you reading smart, intelligent and independent market commentary and you’ll find some of that for free on his blog, but his paid-for work is 10 times better. He charges U$29/month for the letter and that’s stupidly cheap for the amount of quality it contains, so give it a spin for a month and find out yourself.