Contrarian investment theses on the macro shifts most investors are ignoring
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 100 | Founded | 10 months ago | Last Issue | 2 days ago |
| Active | |||||
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The Cognitive Recession - What Junk Food Did to the Body, Social Media Is Doing to the Brain
Whenever I’m in a developed city — anywhere, doesn’t matter which — I read the storefronts and the billboards the way some people read tea leaves.
Whenever I’m in a developed city — anywhere, doesn’t matter which — I read the storefronts a...
The Diminishing Returns of Complexity
Every civilization believes its problems can be solved by adding something — a rule, an office, a layer of oversight.
Every civilization believes its problems can be solved by adding something — a rule, an office, a layer of oversight. Non...
The End of Labor Arbitrage
Imagine a factory at three in the morning.
Imagine a factory at three in the morning. The lights are off, because no one inside needs to see. There is a low mechanical hum, the occasional hiss of hydraulics, the soft choreography of machin...
Swarm Systems and Autonomous Drones
The next major military advantage may not come from a single advanced fighter jet or a new class of warship.
The next major military advantage may not come from a single advanced fighter jet or a new class of warship. It may come from the...
Programming Life at Scale
Most investors tracking the reshoring trend are looking at the same three places: semiconductors, batteries, and critical minerals.
Most investors tracking the reshoring trend are looking at the same three places: semiconductors, batteries...
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Co-author of Macro Notes, publisher of finance newsletters
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