Welcome to my Substack, where I will write about investing, marriage and family, culture, and random topics. All subscription money will be donated to The Human Fund (sorry, that's for Seinfeld fans). Really, to a good cause.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
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| Issues | 113 | Founded | 3 years ago | Last Issue | 7 days ago |
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harveysawikin.substack.comLatest Issues
SaaSpocalyse No
In a recent post,1 I laid out my theory that the rise of internet trading in the mid-1990s made the U.S. stock market much more efficient. To summarize: in the decades prior, the market had been dominated by institutions like mutual funds w...
Paying for Information (In Reverse)
I’ve written before about my Firebird co-founder Brom Keifetz, who passed away in 2014 while living the life of an online sports bettor and all-night Texas Hold ’Em player in Panama City.1 Brom was a brilliant fount of aphorisms, many deriv...
So Is It an AI Bubble or Not?
Last week I recorded an episode of a podcast, The Stansberry Investor Hour, and at one point the host Dan Ferris said he had to ask me the question, “So, is AI a bubble?” He had in hand my recent post Quacking Ducks and assumed from its ton...
The Stupidity of Crowds?
Yesterday I popped into St. Agnes Library on Amsterdam Avenue where, as a teenager, I read my way through most of their John Updike novels and all their P.G. Wodehouse. With the A/C in my home office failing and in murderous NYC heat, I dec...
Do I Know a Bubble When I See One?
You don’t meet a lot of rich pessimists, or so they say. Well, I play golf with one, a retired Wall Street pro who now trades for his own account. In the cart the other day, I was telling him about my last Substack, where I argued that fund...
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Fund manager, ex-lawyer, ex-novelist, art collector, writing about investing, family, culture, and random topics.
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