Cars Are Going the Way of Typewriters
October 3, 2025While journalists breathlessly report on a plane crash or a train derailment, they are silent on a more salient fact: about 1.2 million people will die this year in car crashes. Fortunately for future generations, most of these terrible drivers are going to be replaced by a computer. In fact, in a number of countries (Norway, UAE) that is already happening, and in the US, it will significantly occur in the next decade.
Story Telling Revolutions
September 18, 2025I was traveling this week, so today is mostly sharing a podcast with Pedro Lopez, who created the remarkable series Gloria on Netflix.
From Fear to Greed
June 27, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Changing Fortunes
June 6, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
A Pause in the Down
March 21, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
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.
Trump, Geopolitics, Money
December 6, 2024THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Debt, Balance Sheets and Original Thinking
October 11, 2024Inside and outside at the same time. That is the key.
Behind Washington’s China Pivot
July 15, 2024China’s splendid isolation nurtured a particular Chinese self-perception. Chinese elites grew accustomed to the notion that China was unique—not just ‘a great civilization’ among others, but civilization itself.