The Global Capitalist

Home
Archive
About
New
Top
Discussion
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
 • 
Tom
March 2023
Things I'm Thinking About: Generative AI
Some (quietly distributed) thoughts on "the current thing"
 • 
Tom
1
"Now Do Japan"
The Bank of Japan continues to zig while the rest of the world zags
 • 
Tom
July 2022
The Great Re-Shoring
Manufacturing comes home, persistent inflation, and protectionism in Latin America
 • 
Tom
2
June 2022
DXY vs. the World
Foreign exchange, economic sanctions, and a looming crisis in EM
 • 
Tom
June 2021
This Week In Emerging Markets (Vol. X)
News, data, and curated content from across the globe.
 • 
Tom
This Week in Emerging Markets (Vol. IX)
News, data, and curated content from across the globe.
 • 
Tom
May 2021
This Week in Emerging Markets (Vol VI)
News, data, and curated content from across the globe.
 • 
Tom
This Week in Emerging Markets (Vol V)
News, data, and curated content from across the globe.
 • 
Tom
April 2021
This Week In Emerging Markets (Vol. IV)
News, data, and curated content from across the globe.
 • 
Tom
Bitcoin is an Asset
We dissect the present day utility of Bitcoin and examine our obsession with upending the Foreign Exchange market.
 • 
Tom
This Week In Emerging Markets (Vol. III)
News, data, and curated content from across the globe.
 • 
Tom
© 2023 The Global Capitalist LLC
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing