The Global Capitalist

September 2025

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

August 2025

Party like it's 2021

Valuation is just a nine-letter word

Aug 22, 2025 • Tom

5

1

1

July 2023

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

5

March 2023

Things I'm Thinking About: Generative AI

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

Mar 28, 2023 • 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

July 2022

The Great Re-Shoring

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

Jul 30, 2022 • Tom

5

2

June 2022

DXY vs. the World

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

Jun 8, 2022 • Tom

3

June 2021

This Week In Emerging Markets (Vol. X)

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

Jun 11, 2021 • Tom

4

This Week in Emerging Markets (Vol. IX)

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

Jun 4, 2021 • Tom

3

May 2021

This Week in Emerging Markets (Vol VI)

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

May 14, 2021 • Tom

2