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Dec 6, 2021

Riff on Morgan Housel's excellent piece on how the US economy has developed post WWII. Shifting from a tide that raised all boats to one that increasingly raising only some. Also add analysis from The Economist showing social mobility in America is declining. Be careful of charlatans offering quick fixes. In...


Nov 24, 2021

In his latest memo Howard Marks covers how businesses and investing are changing, inflation and deflation, democracy in America, the role of the Fed, China, and my personal favorite- how the boomers fucked us. Howard is phenomenal at framing large macro trends without assuming he has all the answers.

Would love to hear...


Nov 15, 2021

For the first time in thirty-three years, one of eleven surviving copies of the Official Edition from the Constitutional Convention will be publicly auctioned by Sotheby's. It is the only copy that is still owned by private collectors. The proceeds from the auction will be given to a charity that has been established...


Nov 12, 2021

Google has entered the ring alongside Microsoft, Amazon, and Oracle to bid for Department of Defense's Joint Warfighting Cloud Capability contract. You may remember back in 2018 when Google employees protested Project Maven, a Google DoD AI project that among other things sought to increase the accuracy of drone...


Nov 10, 2021

Facebook announced they are renaming their company to "Meta" as they shift their focus to the metaverse (think VR). This is a seismic bet Zuckerberg is making. Something that only a founder would have the leeway to do. I'm skeptical but history is riddled with people who lost betting against Zuck. If anyone can do...