

We tend to focus on which country is top dog, but perhaps we should think about debt and compound interest as the apex predators in all this. When President Trump suspended tariffs on the the 9th April, he pointedly left the new 145% tariffs on China in place, and in...
Debt – the real winner of the trade war?

Where healthcare meets housing
A new generation of operators are boosting returns by marrying Medicaid and real estate. When America’s two largest industries meet, interesting things are bound to happen. And sure enough, some real estate investors unsatisfied with the returns they’re able to...
Where healthcare meets housing

Thoughts on Sinofuturism
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