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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
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Tom

March 2023

Things I'm Thinking About: Generative AI
Some (quietly distributed) thoughts on "the current thing"
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Tom
1
"Now Do Japan"
The Bank of Japan continues to zig while the rest of the world zags
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Tom

July 2022

The Great Re-Shoring
Manufacturing comes home, persistent inflation, and protectionism in Latin America
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Tom
2

June 2022

DXY vs. the World
Foreign exchange, economic sanctions, and a looming crisis in EM
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Tom

June 2021

This Week In Emerging Markets (Vol. X)
News, data, and curated content from across the globe.
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Tom
This Week in Emerging Markets (Vol. IX)
News, data, and curated content from across the globe.
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Tom

May 2021

This Week in Emerging Markets (Vol VI)
News, data, and curated content from across the globe.
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Tom
This Week in Emerging Markets (Vol V)
News, data, and curated content from across the globe.
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Tom

April 2021

This Week In Emerging Markets (Vol. IV)
News, data, and curated content from across the globe.
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Tom
Bitcoin is an Asset
We dissect the present day utility of Bitcoin and examine our obsession with upending the Foreign Exchange market.
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Tom
This Week In Emerging Markets (Vol. III)
News, data, and curated content from across the globe.
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Tom
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