Things I Didn't Learn in School

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The Power of Positive Cash Flow
Plus a podcast with conflict expert Page Fortna
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Paul Podolsky
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Letter from Santiago
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Modernity Mindset
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The Bond Market
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A Framework for Today's Conflicts
Plus, more taxes and the outlook for assets
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Paul Podolsky
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Russia's Social Contract, Taxes, $TSM
“Bang is the act. Bang is the IED explosion, the sniper taking a shot, or the beginning of an ambush .. being left of bang means that a person has…
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Paul Podolsky
On Laughter and Thanksgiving
A podcast with Remy Munasifi
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Paul Podolsky
Letter from Taiwan
As regular readers know, I mix looking at the numbers with on-the-ground research. Thus, Letter from Mississippi, Letter from Santiago, Letter from…
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Paul Podolsky
2
Treasuries, Trump, AI
Step-Jumps
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Paul Podolsky
Modernity Mindset
Calm, Bridgewater and Yellen
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Paul Podolsky
2
Past, Present, Future
“No matter what the circumstances, uncertainty is all we truly have.” -Pema Chodron Today I speak before the board of a large public pension fund that…
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Paul Podolsky
Things I Didn't Learn in School
Things I Didn't Learn in School
Practical, jargon-free description of what is going on in international affairs and financial markets that ties directly to my asset allocation, with full transparency into my wins and losses.
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Things I Didn't Learn in School

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