Substack Library

Glossary

The US China Tech War

“It does require a bit of thought as to how we can adapt.”

    Cars Are Going the Way of Typewriters

    While journalists breathlessly report on a plane crash or a train derailment, they are silent on a more salient fact: about 1.2 million people will die this year in car crashes. Fortunately for future generations, most of these terrible drivers are going to be replaced by a computer. In fact, in a number of countries (Norway, UAE) that is already happening, and in the US, it will significantly occur in the next decade.

      What if the Productivity Shift is Real?

      THIS IS NOT INVESTMENT ADVICE.

        Story Telling Revolutions

        I was traveling this week, so today is mostly sharing a podcast with Pedro Lopez, who created the remarkable series Gloria on Netflix.

          AI Will Change Jobs Before the Data Shows It

          THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.

            US, China–An Expensive Divorce

            The marketeers have taken over the country.

              Putting the Puzzle Together

              THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.

                Easing > Tariffs

                I am in Croatia but watching. A few thoughts.

                  Populist Leaders = Slower Growth

                  THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.

                    The 7 Month Combo

                    THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.