The Emerging Multi-polar World
Fri Oct 20 2023
The US is leaving a power vacuum, who will fill it and how can the US still lead? Read More →
We're a family office with no outside investments. This is not investment advice. Just our thoughts and opinions, in no particular order.
China’s Demographic Challenges
Wed Oct 04 2023
China’s one-child policy has created a dangerous cocktail of demographic trends. Read More →
AI Escape Velocity
Sun Oct 01 2023
The end of AI winters and the role of humans. Read More →
Quantitative Trading
Thu Sep 28 2023
An unguided trek through the Jungle. Read More →
Efficient Market Hypothesis
Wed Aug 10 2022
Information Asymmetry and how to profit from it. Read More →
Bitcoin's role in Macroeconomics
Tue Jul 26 2022
How Bitcoin can become a global reserve currency. Read More →
Global Instability
Mon Jul 18 2022
Black Swans aren't so scary -- Why the world will be ok after all. Probably... Read More →
Inelastic Supply
Wed Jul 06 2022
How demand drives short term price. Read More →
Crypto Crunch
Tue Jul 05 2022
Crypto in the face of a recession Read More →
Protocols and culture
Thu Jun 16 2022
How cultural differences drive divergence Read More →
Global Debt
Fri Jun 10 2022
What the future might hold Read More →
NFTs are here to stay
Thu Jun 02 2022
You might not like it. Read More →
Consensus Mechanism and Price
Mon May 30 2022
How Bitcoin and Ethereum are interdependent Read More →
Data Sovereignty
Tue May 24 2022
How to own your data and use it too. Read More →
The inflation era
Mon May 23 2022
How did we get here? Read More →