Serious investment thinking that doesn’t take itself too seriously.
Originally published May 2021. In the early 2000s, before the financial crisis, a debate dominated central banking: whether central bankers should try to reign in financial...
“[Wittgenstein] once greeted me with the question: ‘why do people say that it was natural to think that the sun went round the earth rather than that the earth turned on its...
Originally published May 2021. In their desperation to find a reason for why bitcoin is terrible-bad-destructive-awful and morally reprehensible, the crypto-obsessed authors of...
Originally published November 2021. At the onset of the pandemic, plenty of the trade-offs that societies were asked to make were of a generational flavour. Young people were...
Spoiler: No, they’re not. However much we love our homes and the dollar figures that realtors assign to them, those values are not ours until the day we sell. But let’s...
Originally published May 2020. An exogenous crisis hit the world, followed by a stunningly fast disruption of the global economy. Political decisions led to the closing of...