The Global Capitalist
Subscribe
Sign in
Home
Archive
About
Party like it's 2021
Valuation is just a nine-letter word
Aug 22
•
Tom
4
1
Latest
Top
Discussions
Crypto Permanence
Real world applications for cryptocurrency remain elusive... but does it matter?
Sep 26
•
Tom
2
Russia's War Economy
The Russian economy has managed to shrug off Western sanctions - at least for now.
Sep 1
•
Tom
2
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
•
Tom
4
Things I'm Thinking About: Generative AI
Some (quietly distributed) thoughts on "the current thing"
Mar 28, 2023
•
Tom
1
1
"Now Do Japan"
The Bank of Japan continues to zig while the rest of the world zags
Mar 3, 2023
•
Tom
2
The Great Re-Shoring
Manufacturing comes home, persistent inflation, and protectionism in Latin America
Jul 30, 2022
•
Tom
4
2
DXY vs. the World
Foreign exchange, economic sanctions, and a looming crisis in EM
Jun 8, 2022
•
Tom
2
See all
The Global Capitalist
A free newsletter about international developed, emerging, & frontier economies.
Subscribe
The Global Capitalist
Subscribe
About
Archive
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
