Factuals & Counterfactuals
Field notes, pattern recognition and practical speculation on investments, the economy and market trends
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Recent Writings
Steadfast in the Storm: Strategies of Crisis Leadership in History
Models of Investing
The Sky Is Not to Blame: On Tragedy, Progress, and Responsibility
From SaaS to Agents: The Coming Shake-up in Enterprise Deals
Vertical AI Agents: Strategic & Investment Implications (2/2)
Vertical AI Agents: Strategic & Investment Implications (1/2)
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