Travel

The Power of Horizontal Thinking

Letter from Vail

Jun 27, 2024 •

Buenos Aires part 2, plus a podcast

Mar 28, 2024 •

Letter from Buenos Aires

This is a free post to give you a sense of what paid subscribers see. Writing these posts takes effort.

Mar 23, 2024 •

THIS IS NOT INVESTMENT ADVICE.

Jan 22, 2024 •

Villains, Perpetrators, Markets

Letter from Riga, Part 2

Jan 7, 2024 •

Avoiding Drawdowns

Letter from Latvia

Jan 1, 2024 •

Letter from Taiwan

As regular readers know, I mix looking at the numbers with on-the-ground research.

Nov 17, 2023 •

Never Look Away

Ukraine and Lagarde's Questions

Aug 29, 2023 •

Letter from Kyiv

Perspective Taking

Aug 5, 2023 •

Cold War, Hot War & the Front Line

Plus Investment Tremors

Apr 19, 2023 •

Letter from Tbilisi

And a (brief) investment update

Apr 15, 2023 •

Why The Dictator

Notes from Iquique

Feb 24, 2023 •

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