Substack Library

Glossary

The Art of Not Destroying Wealth

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Volunteerism In The Time of Covid

Alexander Vanyukov is a heart surgeon in Moscow, husband and father of two. Like all of us, Covid turned his life upside down. Only, he wasn’t hiding out in a country house making as needed dashes for groceries. He was at ground zero in a hazmat suit and goggles trying to prevent some of Russia’s 200,000 reported Covid deaths. Excess mortality suggests the actual figure is closer to 600,000.

The Outlook and Ms. Eilish

This is Part 2 of my answer to a subscriber who asked what the big picture “take-away” is, the outlook. If someone forwarded this to you, you can sign up here.

Dear Readers…

Today was the first time I mailed out a “subscriber-only” letter. I shared my logic for paid subscriptions a few weeks ago here. From now one, I will make certain letters subscribers only, typically those more closely tied to the investment outlook. If you want to read The Outlook and Ms. Eilish, sign up. If not, we will re-connect next week!

    Religion in the Modern World

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    A Framework and Soros

    If someone forwarded this to you, you can read this post to understand what Things I Didn’t Learn in School is about. Today’s post is free. Next week’s will only be for subscribers. A number of you have already signed up. Thank you. I am going paid for a number of reasons. First, I have a small staff and I want to pay them more. Second, after years managing money, I am trying to figure out if there is value in translating an investor’s thinking to a generalist audience. Putting a price on this information helps clarify that question.

    Betting on Human Nature

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    Labor

    If you read these posts regularly, forward them and download the podcast, I am making a request—become a paid subscriber or a sponsor. I think you now have a sense of what we are up to. Below, I’ll tell you a bit of where we would like to go.

      Speeches That Resonate, Forever

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      Moral Man, Amoral Markets

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