Substack Library
GlossaryChickens and the Roost
February 28, 2025No Louvre, no castles on the Loire, can offer so many pleasant and unforgettable sensations as the gloomy and humble interior of the Hotel Vorkuta.
AI, Employment and Salami Tactics
February 21, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Adapting to Policy Uncertainty
February 16, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Techno-Authoritarianism
February 7, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Our Dark Triad Overlords
February 2, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Buy the Blitzkrieg, Sell Retreat
January 24, 2025“…the investor crowd often has superb intuitions about long-term events … these judgments should be respected and followed.”
Sunday Coffee Thoughts
January 19, 2025In mountain climbing, there are false summits—you think you are there and discover there is further to go.