Substack Library

Glossary

The Plot Shifts

Not investment advice.

    What Changed

    Not investment advice.

      Balance of Power

      “US Trade Policy remains unpredictable… a loss of independence of the Fed would affect us all.”

        The Precipice

        “What’s the concern about there being more process?”

          Letter from Sao Paulo

          One morning, while I was strolling in the garden, an idea appeared on the trapeze I have inside my head.

            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.