A Letter from Paul

A Letter from Paul

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Sunday Coffee Thoughts
Happiness sneaks up on me.
 • 
Paul Podolsky
1
AI, Employment and Salami Tactics
THIS IS NOT INVESTMENT ADVICE.
 • 
Paul Podolsky
3
Adapting to Policy Uncertainty
THIS IS NOT INVESTMENT ADVICE.
 • 
Paul Podolsky
2
Sunday Coffee Thoughts
We can’t bend time to our will, it just flows on.
 • 
Paul Podolsky
4
Techno-Authoritarianism
THIS IS NOT INVESTMENT ADVICE.
 • 
Paul Podolsky
2
Our Dark Triad Overlords
THIS IS NOT INVESTMENT ADVICE.
 • 
Paul Podolsky
9

January 2025

Buy the Blitzkrieg, Sell Retreat
“…the investor crowd often has superb intuitions about long-term events … these judgments should be respected and followed.”
 • 
Paul Podolsky
12
Sunday Coffee Thoughts
In mountain climbing, there are false summits—you think you are there and discover there is further to go.
 • 
Paul Podolsky
What's Known
This was an era where many huge companies had emerged and the public had begun to view such concerns as enemies, fostering the increasing use of…
 • 
Paul Podolsky
3
Sunday Coffee Thoughts
Extracting the best versions of ourselves is work.
 • 
Paul Podolsky
1
Feast, Famine & Policy
The crucial question is: what is happening to consumer spending as a whole?
 • 
Paul Podolsky
4

December 2024

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