Substack Library
GlossaryRussia Context
June 26, 2023I spent most of last week at the ValueX conference in Vail, hearing stock ideas from a range of thoughtful investment managers. I intended to talk about that and will do so soon, but a number of readers asked me about Russia, so below is the context I don’t think is getting shared in the MSM. The key question is what framework you apply to Russia My answer: a medieval one. There is a King, palace intrigue, and violent feuds, a world that has receded into the past in Europe is alive and well in Moscow.
Hipster Dictators
June 18, 2023Earlier this year on my trip to Chile, I was scrolling through any article I could find on Latin America and was disappointed in pretty much everything. It all seemed so…obvious until an essay plopped into my inbox from Francisco Toro. He was writing about Peru, not Chile, but the essay was so good that I immediately wanted more. Rather than bemoan Peru…
Russia Is Becoming More North Korean
May 11, 2023If someone forwarded this to you, my name is Paul. You can read about who I am here. This Substack grows via word-of-mouth, so please forward to your friends. If you like this writing, you will enjoy my books Master, Minion and Raising a Thief. Subscriptions are a vote of confidence and book and podcast reviews help lead others to my work.
China’s Deflationary Regime Change
May 5, 2023If someone forwarded this to you, my name is Paul. You can read about who I am here. This Substack grows via word-of-mouth, so please forward to your friends. If you like this writing, you will enjoy my books Master, Minion and Raising a Thief. Subscriptions are a vote of confidence and book and podcast reviews help lead others to my work.
Notes On 660 Months
April 6, 2023If someone forwarded this to you, my name is Paul, you can read about me here. This Substack grows via word-of-mouth, so please forward to your friends. If you like this writing, you will enjoy my books Master, Minion and Raising a Thief as well as the podcast.
Putin Context
March 25, 2023If someone forwarded this to you, my name is Paul and you can read about me here. I encourage you to read my books Master, Minion and Raising a Thief and become a paid member of this Substack. If you read my books and liked them, please submit an Amazon review. If you don’t like them, I’m curious for your feedback, email me.
A Soldier’s Perspective
February 1, 2023Today I’m sharing a conversation with Lt. General (ret.) Mark Hertling. This is part of my effort to understand the Ukraine war. I’ve been frustrated by some news coverage, like a weekend article from The Wall Street Journal warning “Some Western Backers of Ukraine Worry That Time Might be On Russia’s Side.” These stories lack a rigorous economic and military analytical framework.
Letter From Riga
January 27, 2023Still Press is less a person than an idea—to create content that is thoughtful, mind-bending (the world “Still” connotes two things at once) and that helps put our existence into perspective. It’s a team effort. The sound of the podcasts, the look of the book covers, all of it comes from a group. Your feedback is also crucial and helps direct us down the right path. So far, I have written all the posts. Today, is our first guest post.
Beating Putin Is Easier Than It Looks
January 22, 2023For those of you new to these posts, you can find out more about what I am up to and who I am on my website. Frederik Gieschen was kind enough to have me on his podcast to discuss Master, Minion. You can hear the episode here.
China’s Fading Boom
January 16, 2023Xi scares me. And I’m far from his grasp. I can’t imagine what it is like if you are close.