Serious investment thinking that doesn’t take itself too seriously.
How we would do things if we were serious. Trump’s current trade strategy will diminish American power and American technological capability, divide the U.S. from allies and...
Every year, I write one navel-gazing post about what I do for a living. Past instalments include “Noah Smith’s writing advice”, “How to write a successful Substack”, “How to be...
More thoughts on a great civilization at its peak. “We are amazed, but not amused” — Stevie Wonder The 20th century had a bunch of rising powers that all reached their peaks in...
“Men don’t care what’s on TV. They only care what else is on TV.” — Jerry Seinfeld N.S. Lyons is a popular essayist in the “national conservative” tradition. His...
Underestimate a man like this at your peril. I’m writing a longer post, but it’s taking two days, so in the meantime, here is one of the more absurd statements I’ve seen...
A bold prediction, to say the least. If you looked at Europe in the mid-1600s, you would probably think something along the lines of “Wow, these guys are not going to make it.”...