Substack Library
GlossaryAdapting 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.
What’s Known
January 14, 2025This was an era where many huge companies had emerged and the public had begun to view such concerns as enemies, fostering the increasing use of antitrust legislation to combat the price-fixing combinations they had formed.
Feast, Famine & Policy
January 7, 2025The crucial question is: what is happening to consumer spending as a whole? Are auto sales symptomatic of consumer behavior, or will they be offset by reduced expenditures in other areas? We shall only know the answer when it is too late.
China and Washington’s Monetary/Fiscal Stand Off
December 27, 2024THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.