The Investor's Briefing #12

Speedwell Research

Oct 18, 2025

TSMC Dismissed Bubble Fears, Why 2%?, Warehouse Market Turns, New CoStar Threat

2 Comments

Daniel Popescu / ⧉ Pluralisk

Couldn't agree more. Your insight into the 2% target's arbitrary origin truely resonates. It brings back thoughts from your earlier briefings on policy foundations. Very smart.

Speedwell Research

Thank you!

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