Substack Library
GlossaryHipster Dictators
June 18, 2023Earlier this year on my trip to Chile, I was scrolling through any article I could find on Latin America and was disappointed in pretty much everything. It all seemed so…obvious until an essay plopped into my inbox from Francisco Toro. He was writing about Peru, not Chile, but the essay was so good that I immediately wanted more. Rather than bemoan Peru…
Europe’s Search for Civility
June 15, 2023If someone forwarded this to you, you can read about who I am here. I was a strategist and equity partner at the biggest hedge fund in the world. Now I make my thoughts available to you and implement them with my own capital. If you like this writing, you will enjoy my books Master, Minion, and Raising a Thief. This is not investment advice. Investing is risky and sometimes quite painful.
A Soft Landing
June 8, 2023If someone forwarded this to you, you can read about who I am here. I was a strategist and equity partner at the biggest hedge fund in the world. Now I make my thoughts available to you and implement them with my own capital. This Substack grows via word-of-mouth, so please forward to friends. If you like this writing, you will enjoy my books Master, Minion, and Raising a Thief. This is not investment advice. Investing is risky and sometimes quite painful.
Administering Amid Rapid Change
June 2, 2023If someone forwarded this to you, you can read about who I am here. I was a strategist and equity partner at the biggest hedge fund in the world. Now I make my thoughts available to you and implement them with my own capital. This Substack grows via word-of-mouth, so please forward to friends. If you like this writing, you will enjoy my books Master, Minion, and Raising a Thief. This is not investment advice. Investing is risky and sometimes painful.
Fear, Opportunity and Stock Bubbles
May 28, 2023If someone forwarded this to you, you can read about who I am here. I was a strategist and equity partner at the biggest hedge fund in the world. Now I make my thoughts available to you and implement them with my own capital. This Substack grows via word-of-mouth, so please forward to your friends. If you like this writing, you will enjoy my books Master, Minion, and Raising a Thief. This is not investment advice. Investing is risky and sometimes painful.
Leverage, Silos and Property
May 23, 2023If someone forwarded this to you, you can read about who I am here. I was a strategist and equity partner at the biggest hedge fund in the world. Now I make my thoughts available to you and implement them with my own capital. This Substack grows via word-of-mouth, so please forward to your friends. If you like this writing, you will enjoy my books Master, Minion, and Raising a Thief. This is not investment advice. Investing is risky and sometimes painful. Also, I’m going to take a few days off for the US holiday.
Debt Limit Jihad
May 17, 2023If someone forwarded this to you, you can read about who I am here. I was a strategist and equity partner at the biggest hedge fund in the world. Now I make those thoughts available to you. This Substack grows via word-of-mouth, so please forward to your friends. If you like this writing, you will enjoy my books Master, Minion, and Raising a Thief. This is not investment advice. Investing is risky and sometimes painful.
Russia Is Becoming More North Korean
May 11, 2023If someone forwarded this to you, my name is Paul. You can read about who I am here. This Substack grows via word-of-mouth, so please forward to your friends. If you like this writing, you will enjoy my books Master, Minion and Raising a Thief. Subscriptions are a vote of confidence and book and podcast reviews help lead others to my work.
China’s Deflationary Regime Change
May 5, 2023If someone forwarded this to you, my name is Paul. You can read about who I am here. This Substack grows via word-of-mouth, so please forward to your friends. If you like this writing, you will enjoy my books Master, Minion and Raising a Thief. Subscriptions are a vote of confidence and book and podcast reviews help lead others to my work.
Ships, Supply Chains and Modern Finance
April 30, 2023If someone forwarded this to you, my name is Paul. You can read about who I am here. This Substack grows via word-of-mouth, so please forward to your friends. If you like this writing, you will enjoy my books Master, Minion and Raising a Thief. Subscriptions are a vote of confidence and book and podcast reviews help lead others to my work.