Newsletter
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?
Printing Money at RCI Hospitality Holdings (RICK)
More money, more "problems"...
What the hell is happening? May 2022
The Fed's Wealth Effect, Inflation and the Bond Market Cracking.
Newsletter
NETFLIX: Content is King but distribution is God.
On Netflix and the streaming wars.
Newsletter
Rufus: The first-level thinker
The story of Rufus the first-level thinker who got his levels confused and played the wrong game.
Newsletter
Is Elon flying too close to the sun?
And a small story about Eike Batista's complacency and hubris.
Newsletter
Don't open Elon's box.
$TWTR
Newsletter
Elon Musk at the gate.
Elon offers to take Twitter private at $54.20 per share!
Duolingo, platformizing learning.
Conquering learning via gamification and AI/ML.
Newsletter
Why gentlemen prefer real estate.
Getting rich from real estate is not that easy. Don’t get blindsided by confirmation bias and the recency effect.