Serious investment thinking that doesn’t take itself too seriously.
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...
Comparing economies is an inexact science. Comparing the size of countries’ economies is a popular sport, and a lot of people are very invested in the outcomes of those...
“God has a special providence for fools, drunkards, and the United States of America.” — Otto von Bismarck Happy Thanksgiving, folks! A friend asked me to write an optimistic...
Something the Trump administration should probably think about. Trump is about to be back in the White House, so tariffs are back on the menu. Actually they never left —...
“With great power comes great responsibility.” — Spider-Man“No God. The only man in the sky is me.” — Homelander I often remark on how much the modern world resembles the...
It really doesn't get much better than this, folks. Last July, I wrote a post called “If this is a bad economy, please tell me what a good economy would look like”. At...