These Are the Goods

What happens if we default, the best long-term investment, a great TCAF, and more things I chewed on last week

Here’s what I chwed on last week

Here’s what I chewed on last week

How Much Can We Take?

It’s incredible how much we’ve been through over the past few years.

The age of surplus, prooductive bubbles, the horror genre, and more things I chewed on this week

The cloud is changing how businesses do business

here’s what I chewed on last week

Your life is the roll of a hundred dice each with a dozen numbers.

Sellers are anchored to 2021, and buyers are anchored to their checking accounts.

Dimon is the new Bufett letter, are things worse now, why you shouldn’t mix A players with C players, and more things I chewed on last week