Substack Library
GlossaryThe Degrees Matter
June 14, 2024After victory, we must at once put forward a new task. In this way, cadres and the masses will forever be filled with revolutionary fervour, instead of conceit.
Wealth, War& Rates
April 19, 2024Readers, I was a guest on the Market Huddle podcast this week. Here is a recording if that’s of interest. I will also release a new podcast this weekend, a conversation with writer David McCloskey, once a spy, now a spy writer. Finally, while I wish I could give away the material for free, I can’t. The paywall compensates me and my team for the effort.
The Swing to Center
April 5, 2024“Everything we see in the world is the creative work of women.” Ataturk.
Letter from Buenos Aires
March 22, 2024This is a free post to give you a sense of what paid subscribers see. Writing these posts takes effort. If you value the content, sign up. Those funds help finance the research.
Putin is Evil, But He Won’t Win
February 19, 2024“No one shall be subjected to arbitrary arrest, detention or exile.”
China’s Deflationary Down Wave
February 9, 2024Note to my readers: I am in Florida to celebrate my wife’s birthday and attend rowing camp. As a result, no post next week unless the sky falls, in which case you will hear from me.
Would a Trump Win Move Markets?
January 26, 2024“I will try to express myself in my art as freely as I can and as wholly as I can, using for my defense the only arms I allow myself to use, silence, exile and cunning.”
Nikki in NH
January 22, 2024THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Villains, Perpetrators, Markets
January 7, 2024“Four hoarse blasts of a ship’s whistle still raise the hair on my neck and set my feet to tapping.”
A Framework for Today’s Conflicts
December 1, 2023“In China and Islam, political contests were fought for control of an established framework of order. Dynasties changed, but each new ruling group portrayed itself as restoring a legitimate system that had fallen into disrepair.”