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The Wheels Come Off the Bus

March 12, 2026

Not investment advice.

    Price Shock

    March 6, 2026

    Not investment advice.

      AI Is Today’s Tractor

      February 28, 2026

      Not investment advice.

        Where the Facts Stand

        February 19, 2026

        Only craftsman copy: artists create.

          The Plot Shifts

          February 12, 2026

          Not investment advice.

            What Changed

            February 5, 2026

            Not investment advice.

              Balance of Power

              January 30, 2026

              “US Trade Policy remains unpredictable… a loss of independence of the Fed would affect us all.”

                The Precipice

                January 23, 2026

                “What’s the concern about there being more process?”

                  Letter from Sao Paulo

                  January 16, 2026

                  One morning, while I was strolling in the garden, an idea appeared on the trapeze I have inside my head.

                    Opposing Forces

                    January 9, 2026

                    THIS IS NOT INVESTMENT ADVICE.