View from the Peak
Paul KrakeGlobal Investment Landscape
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 72 | Founded | 6 years ago | Last Issue | 12 days ago |
| Active | |||||
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viewfromthepeak.substack.comLatest Issues
Lending to Your Customer
Vendor financing is being condemned as a late-cycle trick, but suppliers have financed their own customers since the Civil War, a practice that built the farm belt, the auto industry, and the jet age. The lesson of that history is that the...
What the Google/Broadcom/Anthropic Funding Structure Tells Us About AI Fragility
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The loudest worry about the AI buildout is that its financing is circular and therefore fragile, with chipmakers funding the labs that fund the clouds that buy the chips. The Google, Broadcom, and An...
The Fed Can Create Volatility. Can It Tolerate the Consequences?
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Kevin Warsh wants to elevate the role of the bond market in the determination of monetary policy.
The Federal Reserve has spent two decades training investors to expect that rate decisions will be telegraphed weeks in advanc...
Serious People, Unserious Tone, A Summer Read
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When I was writing Growth Without You, the advice I received was consistent: serious topics demand a solemn tone. Every time I slipped in a joke or an overly personal anecdote, I risked the book not being taken seriously. So...
AI's Pathway to ROI - The Internet's Lessons
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In 2013, the world learned about Chinese “Ghost Cities”. 60 Minutes filmed the empty towers of Zhengzhou’s new districts and told America that China had built cities nobody would live in. It was a sign o...
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Author - Growth Without You: How AI Rewires Work, Wealth and Investing
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