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8 Sharp Bear Cases You Must Read Today

Quoth the Raven · QTR’s Fringe Finance

Aug 25, 2026 · 1 min listen · Last updated August 25, 2026

I spend a lot of time reading investors who disagree with the market consensus. Not because the bears are always right. Usually, they aren’t. Bull markets can run much further than skeptics expect, and betting against technological change has destroyed plenty of smart investors.

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I spend a lot of time reading investors who disagree with the market consensus.

Not because the bears are always right. Usually, they aren’t. Bull markets can run much further than skeptics expect, and betting against technological change has destroyed plenty of smart investors.

But the best bears force you to ask the questions everyone else has stopped asking. Hopefully, most of my readers understand that this is one the main points of this entire blog…sharing my ideas that would generally fall on deaf ears to the herd.

But it’s not just me now.

In 2026, some of my favorite investors I follow are raising unusually serious questions…about AI spending, private credit, government debt, interest rates, valuations and the increasingly fragile foundation underneath this bull market.

What’s fascinating is that they aren’t all making the same argument. I found this interesting so I thought I’d combine them all here for you to get a broad spectrum of all the possible “blind spots” that the mainstream financial media doesn’t cover.

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