Campbell Ramble
@campbellramble.skystack.xyz
Occasional observations about markets, data, and the broader world.
This is an automated Substack Account of https://campbellramble.substack.com
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This is an automated Substack Account of https://campbellramble.substack.com
Discover more/Create at: @skystack.xyz
Dollar Doomers Missing the Point • Why I’m Long Dollars at $5,000 Gold
Dollar Doomers Missing the Point
Why I’m Long Dollars at $5,000 Gold
www.campbellramble.ai
January 28, 2026 at 3:52 AM
Dollar Doomers Missing the Point • Why I’m Long Dollars at $5,000 Gold
Silver Moon • A month ago was 45%
Silver Moon
A month ago was 45%
www.campbellramble.ai
January 26, 2026 at 12:53 AM
Silver Moon • A month ago was 45%
The Case for Greenland • Or: How Evergrande Will Melt Greenland (2021)
The Case for Greenland
Or: How Evergrande Will Melt Greenland (2021)
www.campbellramble.ai
January 21, 2026 at 6:52 AM
The Case for Greenland • Or: How Evergrande Will Melt Greenland (2021)
26 Views for 2026 • The Warm Embrace of the Overton Window
26 Views for 2026
The Warm Embrace of the Overton Window
www.campbellramble.ai
January 8, 2026 at 9:52 AM
26 Views for 2026 • The Warm Embrace of the Overton Window
10 Silver Days of Christmas • This is where it’s fun. This is where it’s scary.
10 Silver Days of Christmas
This is where it’s fun. This is where it’s scary.
www.campbellramble.ai
December 28, 2025 at 3:52 AM
10 Silver Days of Christmas • This is where it’s fun. This is where it’s scary.
My Meandering Path to Silver • A retrospective in eight parts
My Meandering Path to Silver
A retrospective in eight parts
www.campbellramble.ai
December 18, 2025 at 3:53 AM
My Meandering Path to Silver • A retrospective in eight parts
Rock 'Em Sock 'Em Robots • The Exhaustion Game
Rock 'Em Sock 'Em Robots
The Exhaustion Game
www.campbellramble.ai
December 15, 2025 at 9:53 AM
Rock 'Em Sock 'Em Robots • The Exhaustion Game
25 for 2025: Year in Review
25 for 2025: Year in Review
www.campbellramble.ai
December 9, 2025 at 6:53 PM
25 for 2025: Year in Review
Portfolio Review - November 2025 • Live By The Butterfly, Die By The Butterfly
Portfolio Review - November 2025
Live By The Butterfly, Die By The Butterfly
www.campbellramble.ai
December 1, 2025 at 12:54 AM
Portfolio Review - November 2025 • Live By The Butterfly, Die By The Butterfly
The Doomer's Paradox • A Review of Yudkowsky's "If Anyone Builds It, Everyone Dies" in Light of What Actually Happened
The Doomer's Paradox
A Review of Yudkowsky's "If Anyone Builds It, Everyone Dies" in Light of What Actually Happened
www.campbellramble.ai
November 20, 2025 at 5:31 PM
The Doomer's Paradox • A Review of Yudkowsky's "If Anyone Builds It, Everyone Dies" in Light of What Actually Happened
Epilogue: How I Got Here • Being Early Is Expensive. Being Wrong Is Fatal.
Epilogue: How I Got Here
Being Early Is Expensive. Being Wrong Is Fatal.
www.campbellramble.ai
November 20, 2025 at 5:31 PM
Epilogue: How I Got Here • Being Early Is Expensive. Being Wrong Is Fatal.
Time To Build • They May Be Bleeding But We're Vulnerable
Time To Build
They May Be Bleeding But We're Vulnerable
www.campbellramble.ai
November 20, 2025 at 5:31 PM
Time To Build • They May Be Bleeding But We're Vulnerable
The Chaos Game • How Unpredictability Forces Truth-Revelation Against an Always-Defect Opponent
The Chaos Game
How Unpredictability Forces Truth-Revelation Against an Always-Defect Opponent
www.campbellramble.ai
November 20, 2025 at 5:31 PM
The Chaos Game • How Unpredictability Forces Truth-Revelation Against an Always-Defect Opponent
Don't Invade the Heartland • 2,500 Years of Data Explain How To Win From the Periphery
Don't Invade the Heartland
2,500 Years of Data Explain How To Win From the Periphery
www.campbellramble.ai
November 20, 2025 at 5:31 PM
Don't Invade the Heartland • 2,500 Years of Data Explain How To Win From the Periphery
Grounds for Divorce • Why Recoupling Is Impossible
Grounds for Divorce
Why Recoupling Is Impossible
www.campbellramble.ai
November 20, 2025 at 5:31 PM
Grounds for Divorce • Why Recoupling Is Impossible
Too Big to Bail • Inside China's $7 Trillion Black Hole
Too Big to Bail
Inside China's $7 Trillion Black Hole
www.campbellramble.ai
November 20, 2025 at 5:31 PM
Too Big to Bail • Inside China's $7 Trillion Black Hole
China Can't Win • Why Chaos Favors the Strong in the Coming Great Decoupling
China Can't Win
Why Chaos Favors the Strong in the Coming Great Decoupling
www.campbellramble.ai
November 20, 2025 at 5:31 PM
China Can't Win • Why Chaos Favors the Strong in the Coming Great Decoupling
Conviction Through Dissonance • When to Trust Your Model Over the Market
Conviction Through Dissonance
When to Trust Your Model Over the Market
www.campbellramble.ai
November 20, 2025 at 5:31 PM
Conviction Through Dissonance • When to Trust Your Model Over the Market
Investing as Myth-Making • Or: How I Learned to Stop Worrying and Love the Story
Investing as Myth-Making
Or: How I Learned to Stop Worrying and Love the Story
www.campbellramble.ai
November 20, 2025 at 5:31 PM
Investing as Myth-Making • Or: How I Learned to Stop Worrying and Love the Story
The Arsenal of Autocracy • How We Armed Our Rivals
The Arsenal of Autocracy
How We Armed Our Rivals
www.campbellramble.ai
November 20, 2025 at 5:31 PM
The Arsenal of Autocracy • How We Armed Our Rivals
The Protection Portfolio: September 2025 • Or: Why I'm 125% Net Long and Sleeping Fine
The Protection Portfolio: September 2025
Or: Why I'm 125% Net Long and Sleeping Fine
www.campbellramble.ai
November 20, 2025 at 5:31 PM
The Protection Portfolio: September 2025 • Or: Why I'm 125% Net Long and Sleeping Fine
Silver: The Only Money That Generates Electricity • The math that turns dead metal into yield-bearing money
Silver: The Only Money That Generates Electricity
The math that turns dead metal into yield-bearing money
www.campbellramble.ai
November 20, 2025 at 5:31 PM
Silver: The Only Money That Generates Electricity • The math that turns dead metal into yield-bearing money
Stoic Macro: Portfolio Consciousness • Building Positions And A Life That Benefit From Volatility
Stoic Macro: Portfolio Consciousness
Building Positions And A Life That Benefit From Volatility
www.campbellramble.ai
November 20, 2025 at 5:31 PM
Stoic Macro: Portfolio Consciousness • Building Positions And A Life That Benefit From Volatility
Stoic Macro: Living Between Order and Chaos • When to Cut vs. When to Double Down
Stoic Macro: Living Between Order and Chaos
When to Cut vs. When to Double Down
www.campbellramble.ai
November 20, 2025 at 5:31 PM
Stoic Macro: Living Between Order and Chaos • When to Cut vs. When to Double Down