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Realpolitik > Justpolitik!

A short note on Germany's energy politics, its historical context and the Euro.

What the hell is happening? August 2022

Recession obsession. Mythical market bounce. Energy security and the EU.

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How to buy your first tanker! (and sell it for 10x)

The rational of James Tisch to buy six tankers in the 1980s, a keynote.

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I'm quitting coffee.

Philo has had enough of the coffee lifestyle and is out!

The Spell of Abe

My perspective on Abenomics 7 years ago. Rest in Peace Shinzo Abe 🙌

What the hell is happening? July 2022

Energy narrative is burning out. From inflation to recession. When pivot?

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Printing Money at RCI Hospitality Holdings (RICK)

More money, more "problems"...

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What the hell is happening? May 2022

The Fed's Wealth Effect, Inflation and the Bond Market Cracking.

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NETFLIX: Content is King but distribution is God.

On Netflix and the streaming wars.

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Rufus: The first-level thinker

The story of Rufus the first-level thinker who got his levels confused and played the wrong game.