Just Humour Me
Donal O'Cofaigh| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 183 | Subscribers | Read | justhumourme.substack.com |
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Latest Issues
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JHM - Feb 14, 2026
“By every historically effective valuation metric, U.S. equities are now extremely overpriced. Their CAPE of 40 is above any level seen outside the very peak of the internet bubble. The U.S. market cap to GDP ratio, the so-called Buffett In...
JHM - Feb 7, 2026
I left my previous career on the trading floor almost exactly four years ago in the hope that I would shortly gain entrance to one of the many PhD programs in economics to which I had applied. Of course, as luck would have it, this was not ...
JHM - Jan 31, 2026
“The Thucydides Trap, The Great Power Competition - however you want to frame it, the structure of the story is the same: great powers rise, great powers fall and a tense rivalry produces disruption and potential replacement.
JHM - Jan 24, 2026
“Today I will talk about a rupture in the world order, the end of a pleasant fiction and the beginning of a harsh reality, where geopolitics, where the large, main power, geopolitics, is submitted to no limits, no constraints… It seems that...
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