

What does it mean for China to be “the future”? And what does that future look like? Most discussions that I see about China these days are about U.S.-China competition, or the question of whether China’s economy will reign supreme (my...
Thoughts on Sinofuturism

When genius failed….again
For the second time in five years, a scam involving sexing up a boring, centuries old financing business blew up in the faces of some of the world’s largest banks. You know the old saying. Fool me once, shame on you. Fool me twice… In December 2025, “fintech” supply...
When genius failed….again

Warren Buffett’s Top 10 Lessons
In two days, I’ll drive from South Dakota to Omaha to attend the annual shareholder meeting of Warren Buffett. A great time to pass some investment wisdom from The Oracle of Omaha. In today’s article, I’ll discuss the top 10 lessons from reading over 5,000 pages (!)...
Warren Buffett’s Top 10 Lessons

Bottled water and New Zealand land anyone?
In previous market meltdowns, and as, once again, global systems, which have delivered prosperity, threaten to unravel, a humorous question asked on London trading floors was “Bottled water and land in New Zealand anyone?” Might this question be again on the lips of...
Bottled water and New Zealand land anyone?

What would a real anti-China trade strategy look like?
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 partners, and give China an opening to become the world’s preeminent nation. I still think it...
What would a real anti-China trade strategy look like?