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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.

                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.