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Where the Facts Stand

February 19, 2026

Only craftsman copy: artists create.

    The Plot Shifts

    February 12, 2026

    Not investment advice.

      What Changed

      February 5, 2026

      Not investment advice.

        Balance of Power

        January 30, 2026

        “US Trade Policy remains unpredictable… a loss of independence of the Fed would affect us all.”

          The Precipice

          January 23, 2026

          “What’s the concern about there being more process?”

            Letter from Sao Paulo

            January 16, 2026

            One morning, while I was strolling in the garden, an idea appeared on the trapeze I have inside my head.

              Opposing Forces

              January 9, 2026

              THIS IS NOT INVESTMENT ADVICE.

                Poking Holes in the Growth Narrative

                December 19, 2025

                Not investment advice.

                  The Great Debate

                  December 12, 2025

                  NOT INVESTMENT ADVICE.

                    Slowing Rates of Change

                    December 5, 2025

                    THIS IS NOT INVESTMENT ADVICE.