Substack Library

Glossary

Opposing Forces

THIS IS NOT INVESTMENT ADVICE.

    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

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                  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