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The Risks Are Tilted to the Downside

March 20, 2026

Not investment advice.

    The Wheels Come Off the Bus

    March 12, 2026

    Not investment advice.

      Price Shock

      March 6, 2026

      Not investment advice.

        AI Is Today’s Tractor

        February 28, 2026

        Not investment advice.

          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.