Economics

Half Time Report: Bitcoin Bros and Pot Stocks Trade Places, IPOs Go Nuts

July 3rd 2018

We’re half a year in to 2018, so check back on my call on shifting markets, bitcoin bros, and if pot stocks is a mania or opportunity. The opinions are my own, and are just conversation, not advice.

The Neo-Space Race is About Riches not Rockets

June 22nd 2018

President Trump observed that rich guys love rockets. They should, in this post I suggest three fairly immediate rewards for mastering space flight, and I suggest one company that is well positioned to supply the “picks and shovels” in this neo-space race.

Why Some Digital Platforms Dominate: the Drivers of Network Effect

January 25th 2018

Uber and AirBnB are widely celebrated innovators. By thinking about how each gains advantage for network effect, I hope that we can get beyond simply recognizing the strength of their business growth or reputation, to appreciate how their circumstances create varying levels of advantage from network effect.

WTF Politics: Trump, Sanders and Frustration in America’s Two Tier Economy

December 4th 2015

While this starts as thinking about unlikely outsider political candidates – I think its really about how work structures our world, and so that our values need to structure work. It touches on lifespan, your wealth, celebrity air travel even my mom. Your thoughts cordially invited! ;>

The long winter of Russia’s economic failure

December 21st 2014

When Russian bankers met Monday night and decided to raise their interest rates to 17% in a surprise move, it was the equivalent to a yelled message in which the only word one can understand is “run”. No further interpretation is needed.