Serious investment thinking that doesn’t take itself too seriously.
More thoughts on a great civilization at its peak. “We are amazed, but not amused” — Stevie Wonder The 20th century had a bunch of rising powers that all reached their peaks in...
“Men don’t care what’s on TV. They only care what else is on TV.” — Jerry Seinfeld N.S. Lyons is a popular essayist in the “national conservative” tradition. His...
Underestimate a man like this at your peril. I’m writing a longer post, but it’s taking two days, so in the meantime, here is one of the more absurd statements I’ve seen...
A bold prediction, to say the least. If you looked at Europe in the mid-1600s, you would probably think something along the lines of “Wow, these guys are not going to make it.”...
He's a great economist, but he also changed how we talk about the subject. Don’t worry, Paul Krugman is still alive. But he’s retiring as a New York Times columnist, after...
Keep an eye on the export controls. They are the key. Trump isn’t even President yet, and already some people are starting to realize that they didn’t get quite what they hoped...