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theoldeconomy.substack.comLatest Issues
What is Common Between Hanta Virus, Iran War, Epstein Files, and Investing? Information Handling as a Mission-Critical Skill
Information Handling: The Manual
This year has been extraordinary in events that examine our common sense. From the Epstein files, through the situation in Venezuela and the war in Iran, to the latest news about the Hanta virus, our cognit...
Ruminations on Checklists, Lessons, and Shipping; The Shipping Season Has Started
Wonder what a peak global macro asset is.
An oceangoing cargo ship. In general, any tanker (pictured below), bulker, or LPG/LNG carrier fits the description.
MV Sirius Star (Image via Wikipedia)
Simple as that, a piece of floating steel...
Week 19 20
Week 20 Plans
Thoughts on UAE’s Decision, OPEC Irrelevance, and Long Non-OPEC Picks
Everything that has happened recently and is about to happen reflects the intersection of three macro-historical cycles. This is the Great Intersection in play where The Fourth Turning, Elite Overproduction, and the Productivity/Debt Cycle...
Week 18 19
Week 19 Plans
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I am Mihail, an excess return hunter in obscure markets. Interested in Brazil and beyond? Check TheOldEconomy.
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