Substack Library
GlossaryEquity Declines In Perspective
March 14, 2025He always had a similar reaction when he knew he would be in combat in a few seconds. It always seemed impossible he would move or fire his gun, expose his life, and yet he always advanced.
Sunday Coffee Thoughts
March 9, 2025Given our restless nature or maybe because our time is limited, we crave structure—be it in terms of relationships, a story, or politics.
Echoes of 1998
March 7, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Chickens 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.