Travel

Buenos Aires part 2, plus a podcast

Mar 28 •

Letter from Buenos Aires

This is a free post to give you a sense of what paid subscribers see. Writing these posts takes effort. If you value the content, sign up. Those funds…

Mar 23 •

THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH. I came to New Hampshire to meet Nikki Haley for the same…

Jan 22 •

Villains, Perpetrators, Markets

Letter from Riga, Part 2

Jan 7 •

Avoiding Drawdowns

Letter from Latvia

Jan 1 •

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…

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 •

Letter from Santiago

Dr. Copper & EV

Feb 18, 2023 •

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