Substack Library

Glossary

Poking Holes in the Growth Narrative

Not investment advice.

    The Great Debate

    NOT INVESTMENT ADVICE.

      Slowing Rates of Change

      THIS IS NOT INVESTMENT ADVICE.

        When Cash Outperforms

        NOT INVESTMENT ADVICE.

          The Wind Comes Out of the Sails

          We understood that life, even the worst parts of it, were a shifting mix of happiness and pain, good luck and bad, and that there was no reason to fear that bad luck was greater than good.

            Bigger Swings

            NOT INVESTMENT ADVICE

              Entrepreneurs and Central Bankers Don’t Agree on AI

              THIS IS NOT INVESTMENT ADVICE

                Inflation Ebbing = Assets Up

                “It isn’t what sum you get, it’s how much you can buy with it.”

                  Anxious Mr. Market

                  THIS IS NOT INVESTMENT ADVICE

                    The US China Tech War

                    “It does require a bit of thought as to how we can adapt.”