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.

• Books
• Economy

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.

• Russia

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.

• China

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.

• Investing

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.

• Books
• Psychology

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.

• Travel

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.

• Travel