Substack Library
GlossaryPutting the Puzzle Together
August 29, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Populist Leaders = Slower Growth
August 7, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
The 7 Month Combo
July 31, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Watching the Bubble Form
July 25, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Shifting Balance of Power
July 18, 2025What is necessary?—To wrestle with your problem until its emotional discomfort is clearly conceived in an intellectual form—and then act accordingly.
Coercion & the Dollar
July 5, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
From Fear to Greed
June 27, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Four Vectors & Discounting
June 19, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.