Daniel Peris on Substack
Daniel PerisHistory, Finance, Russia
| Platform |  | Pricing | Only free issues |
|---|---|---|---|
| Publishes | Weekly | Issues | 35 |
| Subscribers | Read | danielxperis.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Dr. Frankenstein would like a word. What have you done to his monster?
In recent weeks, the “market” has sold off. That’s gotten the attention of many investors, but for me it also begs a simple question: what is “the market”? Yes, that’s a serious question. The most common answer is the S&P 500 Index (SP5) co...
Who's minding the store?
In the aftermath of the Internet bubble bursting some twenty years ago, Michael Jensen penned an essay on the high “agency” costs of overvalued companies.* Decades earlier, Jensen had outlined his agency view of investing in large corporati...
Philosophy, not Finance.
The Ownership Dividend came out one year ago. If you are reading this, you already know the arguments. No need to repeat them here. The pushback is far more interesting. And it can be summarized as a matter of Philosophy, not Finance.
Making Geography Great Again.
Global neo-liberalism had the side consequence of making geography irrelevant. That may not have been an explicit part of the plan, but it was implied in the globalization of commerce and the digitization of everyday life. At a minimum, bor...
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Authors
The writers behind this newsletter.
business owner/investor, historian, author.
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