Sunday Coffee Thoughts

I shared some reflections last week and they seemed to resonate, so here are some more.

China’s “Maskirovka”

I cannot sleep.

• Geopolitics
• Investing

Sunday Thoughts

A few observations floated through my head as I swam in Long Island Sound this morning.

What’s Next

Yet something alerted him; he pricked up his ears and stopped, rooted to the spot, feeling a vague sense of unease.

• Geopolitics

Europe Held Hostage

“The EU faces structurally higher energy and raw material costs.”

• Geopolitics

The Downdraft

Have you always been crazy?

• Geopolitics
• Investing

The Global Scan

My desire to reconcile my family’s communist background with my own capitalist ambitions had brought me to Russia, but, naively, I never imagined that this pursuit would result in a human tragedy.

• Geopolitics
• Investing

The Coming Shifts

The blood-dimmed tide is loosened, and everywhere/The ceremony of innocence is drowned.

• Investing

Weighing the Tails

A lot of times, people don’t know what they want until you show it to them.

• Investing

The Big Forces

So compelling is the evidence of our own eyes and ears, so swift is your mind to assume your own version of the story, that one of the hardest things in this world is to understand there’s another way of seeing things.

• Investing