Substack Library
GlossaryThe Instability Of Wealth, Banks and Capitalism
March 13, 2023A week ago, I had never heard of SVB bank.
Be Wary of Lingo
March 8, 2023For those of you seeing these posts for the first time, my name is Paul and I’m a writer and investor. You can read more about me here. Readers enjoy my books, Raising a Thief and Master, Minion and I think you will too. You can support my team with a paid subscription. For those of you in Connecticut, I speak tomorrow night at the Westport Book Shop, an organization with a great mission.
Investment Update
March 2, 2023To my wonderful unpaid Subscribers, thank you for being a part of this. Today’s post is paid-Subscriber only. Below, I share how my thinking has evolved and tie this to specific portfolio allocations. Between previous posts and podcasts, there is plenty of unpaid content to peruse! And there are always books to read, like Raising a Thief and Master, Minion. If you have read either and liked them, please post a review!
Why The Dictator
February 24, 2023I am not partial to strongmen rulers, but my visit to Iquique, Chile, which I am leaving as this post hits your inbox, helped me put Pinochet and others of his ilk into perspective.
Letter from Santiago
February 18, 2023The International Energy Agency predicated that demand for lithium was set to grow thirty-fold by 2030 and more than a hundred times by 2050.
Navigating With A Janky Compass
February 7, 2023Hi there! To my many unpaid subscribers, today I’m jumping directly to the paywall and skipping free content. If you are after free content, I get it and am delighted you have signed up. However, I need to balance your desire for free stuff with my desire to build a business! If you are a student, give me a shout. I may make adjustments. Separately, next week I head to Chile to better understand copper, lithium, and politics. If there are Subscribers down there or if you know someone good to talk to, please let me know. Today subscribers receive my outlook, investment results, asset allocation, and the details of a Subscriber-only call later this week.
A Soldier’s Perspective
February 1, 2023Today I’m sharing a conversation with Lt. General (ret.) Mark Hertling. This is part of my effort to understand the Ukraine war. I’ve been frustrated by some news coverage, like a weekend article from The Wall Street Journal warning “Some Western Backers of Ukraine Worry That Time Might be On Russia’s Side.” These stories lack a rigorous economic and military analytical framework.
Letter From Riga
January 27, 2023Still Press is less a person than an idea—to create content that is thoughtful, mind-bending (the world “Still” connotes two things at once) and that helps put our existence into perspective. It’s a team effort. The sound of the podcasts, the look of the book covers, all of it comes from a group. Your feedback is also crucial and helps direct us down the right path. So far, I have written all the posts. Today, is our first guest post.
Beating Putin Is Easier Than It Looks
January 22, 2023For those of you new to these posts, you can find out more about what I am up to and who I am on my website. Frederik Gieschen was kind enough to have me on his podcast to discuss Master, Minion. You can hear the episode here.
China’s Fading Boom
January 16, 2023Xi scares me. And I’m far from his grasp. I can’t imagine what it is like if you are close.