March 19th 2020
Sure investors seem to have no safe place to park there wealth, as is illustrated in a handful of charts. But you have options, I suggest two of them here….and a wonderful WSJ newsletter to give you economic insights as well.
March 16th 2020
Change and uncertainty are why we have equities markets. Global markets are becoming treacherous to investors who may not realize how fast non-market events can change daily life for everyone. I offer a few investing thoughts for the difficult days ahead.
October 27th 2019
Twain noted, “History doesn’t repeat itself but it often rhymes.” As Argentina starts a new verse in its history, its worth remembering the form of its last stanza shaped by Christina Kirchener.
October 3rd 2018
It occurs to me that opportunities by their nature are elective, they exist for you as options. Problems, however, bring consequences which carry their own pragmatic or moral consequences. Its time for my annual reminder that meaningful work goes beyond what creative briefs and statements of work call for. And that our economy is designed and can be modified to express the values of its culture.
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.
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.
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.
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! ;>
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.
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