Serious investment thinking that doesn’t take itself too seriously.
For advocates of free trade and globalisation, tariffs are always bad. Reality is, as ever, more nuanced. With President Trump ensconced in the White House once again and busy with executive orders, the issues of tariffs on foreign trade and taxes on foreign companies and individuals are now front...
DeepSeek’s open source, efficient AI model puts the billions spent to build similar technology in question. DeepSeek r1’s ranking in Chatbot Arena Two headlines this...
BREAKING NEWS: researchers have now quintupled the housing shortage!!! prices came down loving that used-home smell small houses, all the rage Biggest housing shortage of all...
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...
The past few years has seen the proliferation of tools that seek to automate aspects of real estate development. From deal sourcing to underwriting to cost estimation and...
Short the Bureaucrats, Long the Boom. Argentina, America, and the Path to Prosperity. "It was the best of times, it was the worst of times, it was the age of wisdom, it was the...
The idea of Central Bank Digital Currencies (CBDCs), money that governments and their planners will be able to programme, rightly fills many of us with an Orwellian sense of...
More people, more growth Longtime Random Walk readers know that babymaking and people-growth (and/or the lack thereof) are very important things. It’s pretty simple, really: if...
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 —...
“Good ideas are always crazy until they’re not.” It hurts to admit, but Elon Musk played a blinder during the US election. Just how much more could he deliver to the US economy...