Archive - The Global Capitalist

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 •

March 2023

Things I'm Thinking About: Generative AI

Some (quietly distributed) thoughts on "the current thing"

Mar 28, 2023 •

The Bank of Japan continues to zig while the rest of the world zags

Mar 3, 2023 •

July 2022

The Great Re-Shoring

Manufacturing comes home, persistent inflation, and protectionism in Latin America

Jul 30, 2022 •

June 2022

DXY vs. the World

Foreign exchange, economic sanctions, and a looming crisis in EM

Jun 8, 2022 •

June 2021

This Week In Emerging Markets (Vol. X)

News, data, and curated content from across the globe.

Jun 11, 2021 •

This Week in Emerging Markets (Vol. IX)

News, data, and curated content from across the globe.

Jun 4, 2021 •

May 2021

This Week in Emerging Markets (Vol VI)

News, data, and curated content from across the globe.

May 14, 2021 •

This Week in Emerging Markets (Vol V)

News, data, and curated content from across the globe.

May 7, 2021 •

April 2021

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