
Thoughts on Finance, Economics and Geopolitics
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 16 | Founded | 2 years ago | Last Issue | 9 days ago |
| Active | |||||

So, this piece was at least partially prompted by Bob Elliott, who does consistently good work and has (rather annoyingly) lost a bunch of weight. Let’s assume Mr. Elliott doesn’t mind me referring to him as Bob. Bob put out this tweet, and...
My apologies. This post has been somewhat delayed by the World Cup.
Many years ago I studied economics at an old British college that benefited enormously from Henry VIII's desire to remarry. This was a mistake (on my part, not Henry Tudor...
Chris and I discussed his recent piece in Forbes on the potential impact of AI on longevity, and the investment implications.
We also touched on how to invest through what is potentially a bubble, and a couple of recent pieces Chris t...
Summary
· Credit conditions have visibly tightened. Just look at private credit
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· I am struck by how many highly cash generative corpora...
Adam runs Valaurum, an innovative company in the gold space.
We get into the weeds about what’s been driving gold and silver, and why those trends have legs.
Why has gold been in a bull market?
Is it still a bull market, and if so...
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The writers behind this newsletter.
Attending the university of life. Hoping not to graduate too soon.
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