Notes
Markets, individual investments, and the lessons worth keeping — written in the moment, before the outcome is known. Notes are dated. When a thesis turns out to be wrong, it stays up.
| Date | Title |
|---|---|
| 2026-11-02 | Over Our Skis |
| 2026-09-27 | In the Age of AI: Let the Customers Own It |
| 2026-09-24 | The Next AI Inflection Is Now |
| 2026-09-23 | Warsh Did It |
| 2026-09-10 | Higher Rates and Inflation Until Something Cracks |
| 2026-09-01 | AI Can Pay the Rate. Can the Rest? |
| 2026-08-29 | Warsh vs. Bessent |