The Global Capitalist

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

August 2025

Party like it's 2021

Valuation is just a nine-letter word

Aug 22 • 

Tom

4

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

4

March 2023

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

July 2022

The Great Re-Shoring

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

Jul 30, 2022 • 

Tom

4

2

June 2022

DXY vs. the World

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

Jun 8, 2022 • 

Tom

2

June 2021

This Week In Emerging Markets (Vol. X)

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

Jun 11, 2021 • 

Tom

3

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

This Week in Emerging Markets (Vol V)

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

May 7, 2021 • 

Tom

4