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The Falling Knife

Harvey Sawikin
Tens of paid subscribers

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.

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Substack
PricingOnly free issuesPublishesWeekly
Issues115Founded3 years agoLast Issue7 days ago
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Latest Issues

Ten Meaningful Moviegoing Experiences

I’ve loved going to the movies since I was four and, so my mother used to say, made her sit through Mary Poppins twice in a row. Thinking back on my movie experiences, some stand out as especially meaningful, including ones that shaped my w...

7 days ago
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Druckenmiller Unbound

Recently, there was some hoopla over ex-hedge fund manager Stanley Druckenmiller’s Wall Street Journal op-ed criticizing the Treasury’s bond-buying operation. It was suspected, then confirmed by Druckenmiller, that it was AI-written. The WS...

14 days ago
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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...

21 days ago
8
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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...

a month ago
13
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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...

a month ago
6
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  • Harvey Sawikin

    Fund manager, ex-lawyer, ex-novelist, art collector, writing about investing, family, culture, and random topics.

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