Substack Library
GlossarySunday Coffee Thoughts
November 3, 2024Looking back, it is all so obvious, I just needed to put the clues together.
Entry Points
October 31, 2024Guessing what’s coming next feels like I’ve got a foot on an electric cable, the tension vibrating. I will share my hunches and be brief because Kate Capital launches tomorrow and my attention is on that. As always, THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Limbo Land
October 22, 2024THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Sunday Coffee Thoughts
October 20, 2024We live life subjectively, with both imagination and anxiety; objective facts correct our subjective distortions.
Debt, Balance Sheets and Original Thinking
October 11, 2024Inside and outside at the same time. That is the key.
Scenario Analysis
October 4, 2024Unfortunately, although naturally clever, human beings as not innately wise, especially in crowds.