markets

Previously I wrote about the evolution of media and how it ends in a poorly defined digital Colosseum. Here I write in detail about how/ why that Colosseum will entail the creation …

one last musing before the descent into the digital colosseum Digital assets and the political media have wrapped around each other, a double helix of increasingly epic …

A 35 point summary of how I define speculation, its 6 core components and thoughts around implementation Investors are not traders. Investors focus on the capital return potential …

reflections on recent price action, ARK investments, Palantir, and crypto

migration crises lead to populism lead to asset confiscation leads to crypto going up

Common Stocks and Uncommon Profits gets frequently recommended to me by top performing equity managers. It’s 15 rules for evaluating growth stocks. I read it and summarized it. …