Substack Library

Glossary

Administering Amid Rapid Change

If someone forwarded this to you, you can read about who I am here. I was a strategist and equity partner at the biggest hedge fund in the world. Now I make my thoughts available to you and implement them with my own capital. This Substack grows via word-of-mouth, so please forward to friends. If you like this writing, you will enjoy my books Master, Minion, and Raising a Thief. This is not investment advice. Investing is risky and sometimes painful.

    Fear, Opportunity and Stock Bubbles

    If someone forwarded this to you, you can read about who I am here. I was a strategist and equity partner at the biggest hedge fund in the world. Now I make my thoughts available to you and implement them with my own capital. 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. This is not investment advice. Investing is risky and sometimes painful.

      Leverage, Silos and Property

      If someone forwarded this to you, you can read about who I am here. I was a strategist and equity partner at the biggest hedge fund in the world. Now I make my thoughts available to you and implement them with my own capital. 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. This is not investment advice. Investing is risky and sometimes painful. Also, I’m going to take a few days off for the US holiday.

        Debt Limit Jihad

        If someone forwarded this to you, you can read about who I am here. I was a strategist and equity partner at the biggest hedge fund in the world. Now I make those thoughts available to you. 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. This is not investment advice. Investing is risky and sometimes painful.

        Russia Is Becoming More North Korean

        If 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

        If 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.

        Ships, Supply Chains and Modern Finance

        If 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.

        It’s the Followers that Scare Me

        If 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. Subscriptions are a vote of confidence, book reviews help lead others to my books.

        Cold War, Hot War & the Front Line

        If 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. Subscriptions are a vote of confidence.

        Letter from Tbilisi

        If 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.