Sunday Coffee Thoughts

Moving forward goes with falling out of balance.

Scenario Analysis

Unfortunately, although naturally clever, human beings as not innately wise, especially in crowds.

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