Substack Library
GlossarySunday Coffee Thoughts
November 24, 2024Looking back, either I made most everything too complicated, or distilling a process to the essentials takes time.
Financial IED
November 21, 2024“What is the meaning of life? That was all—a simple question; one that tended to close in on one with years, the great revelation had never come. The great revelation perhaps never did come. Instead, there were little daily miracles, illuminations, matches struck unexpectedly in the dark; here was one.”
Sunday Coffee Thoughts
November 17, 2024On the calm of a fall Sunday, the nerves of the past week and the coming week seem disproportionate.
Beyond Simple Slogans
November 14, 2024The cost disease asserts that the costs of health care, education, the live performing arts, and a number of other economic activities known as the “personal services” are condemned to rise at a rate significantly greater than the economy’s rate of inflation, as indeed they have…
Sunday Coffee Thoughts
November 10, 2024The effect follows the cause, which becomes the next cause.
Now What?
November 8, 2024“FDR 16 years — almost 16 years — he was four terms. I don’t know, are going to be considered three term? Or two-term?”
Sunday Coffee Thoughts
November 3, 2024Looking back, it is all so obvious, I just needed to put the clues together.
Entry Points
October 31, 2024Guessing what’s coming next feels like I’ve got a foot on an electric cable, the tension vibrating. I will share my hunches and be brief because Kate Capital launches tomorrow and my attention is on that. As always, THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.