The Falling Knife
Harvey SawikinWelcome 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 |
|---|---|---|---|---|---|
| Issues | 100 | Founded | 2 years ago | Last Issue | 5 days ago |
| Active | |||||
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harveysawikin.substack.comLatest Issues
AI Is a Nerd and a Hack
Last week was the annual dinner of the Stieglitz Society, the friends group of the Metropolitan Museum’s photography department, and as co-chair I felt I ought to make a toast. Some people hate the idea of public speaking or being the cente...
Of AI, Bubbles, and Bridges to Nowhere
In February 2026, I was offered a private placement of Anthropic shares at a $350b valuation. I’d already decided not to make any new investments in AI hype stories, especially since I already had large exposure through Nebius, a stock I wr...
The Bad Relationship Advice Every Couple Gets
Two nights ago, my wife and I had an argument. It’s too unimportant to describe, except to say that she was wrong and I was right. I was distressed at dinner, after which I stalked off with my Kindle and, to avoid more conflict, went to sle...
We Need to Talk About New York Real Estate Guys
Last week, I was asked to join the board of an arts organization. I hesitated, saying that I was already on several boards, including my least favorite, of my condo. The woman from the organization laughed, saying she still had PTSD from wh...
My In-Laws’ PepsiCo: A Real-Life Cézanne Stock
When my mother-in-law Eda passed away last year, my wife Andrea boxed up and hauled home thousands of documents from her apartment, which she’s been digging through ever since. The other day, she handed me a sheaf of receipts from stock pur...
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Fund manager, ex-lawyer, ex-novelist, art collector, writing about investing, family, culture, and random topics.
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