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Party like it's 2021
Valuation is just a nine-letter word
Aug 22, 2025
•
Tom
5
1
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Crypto Permanence
Real world applications for cryptocurrency remain elusive... but does it matter?
Sep 26, 2025
•
Tom
3
Russia's War Economy
The Russian economy has managed to shrug off Western sanctions - at least for now.
Sep 1, 2025
•
Tom
3
A Framework for Business Analysis Through the Lens of Capital Allocation
“In large part, companies obtain the shareholder constituency that they seek and deserve.” - Warren E. Buffett
Jul 29, 2023
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Tom
5
Things I'm Thinking About: Generative AI
Some (quietly distributed) thoughts on "the current thing"
Mar 28, 2023
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Tom
2
1
"Now Do Japan"
The Bank of Japan continues to zig while the rest of the world zags
Mar 3, 2023
•
Tom
3
The Great Re-Shoring
Manufacturing comes home, persistent inflation, and protectionism in Latin America
Jul 30, 2022
•
Tom
5
2
DXY vs. the World
Foreign exchange, economic sanctions, and a looming crisis in EM
Jun 8, 2022
•
Tom
3
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