Substack Library
GlossarySizing Your Bets
May 30, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
The Shaking of the Foundations
May 23, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Letter from the Road
May 16, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Observations From Europe
May 13, 2025THIS IS NOT INVESTMENT ADVICE INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
The Intermission
May 3, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Sunday Coffee Thoughts
April 27, 2025Falling stocks are a number on a screen but also an emotion—fear.
Touching the Limits
April 25, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Creaking Girders
April 18, 2025The government is asserting a right to stash away residents of this country
in foreign prisons without the semblance of due process that is the foundation of our constitutional order.