Prologue I’ve been writing about this broad subject for the past five years and this post is one of many, some precise, the post below is directional. But first some [ … ]

From late 1990’s to +/- 2012 one of the core thesis for my investments was outsourcing. Some part of that was pricing ‘risk’ and building the mechanisms so that clients [ … ]

A functional society is built on a store of publicly accessible information, its shared history, and that evolves over time. But who is assigned write-privileges to this public ledger and how can [ … ]

Imagine…. People are gathered at the beginning of time and formulate trading plans for a given vector of market prices (called out by some mysterious auctioneer) Commodities can take the [ … ]

It takes time to dismantle a company as large as Uber. I was one of the first to hit the buzzer and call “bullshit”. You can catch up with these gems: Uber. BS earnings. [ … ]

Peter Navarro’s June 2018 wrote this epic: How China’s Economic Aggression Threatens the Technologies and Intellectual Property of the United States and the World documenting exactly what’s been happening. Whether it be [ … ]

Conor vs Khabib. Time stamping my predictions for UFC 229 Khabib is undefeated in Mixed Martial Arts. He is good at the ground game, but I haven’t seen his mytholgical [ … ]

A popular political inflammatory is to cast corporate tax cuts as a scam that only feeds stock buybacks. “Corporations have been pouring billions of dollars into stock repurchasing programs, not [ … ]

It takes time to dismantle a company as large as Uber. I was one of the first to hit the buzzer and call “bullshit”. You can catch up with these gems: Uber. [ … ]

Warning label, the small print This is not a political post, if you’re in a quest for a fellow traveller I am not that guy This is also not a [ … ]