I'll also chime in here to note that I'm going through the most likely of Naked Capitalism's posts since 12/2020 to extract all of IM Doc's comments and the few "front-page" pieces he's written or been quoted extensively in and am posting them on my dreamwidth blog. I'm currently up to February and have March cued up to post shortly. Click on my username to be taken to the top post (they're displayed in reverse date-order). I'm also directing comments on those posts over to here, where the conversation will be of greater benefit.
IM Doc's post on naked capitalism archived on my blog