The Kingdom of Larry and Sergey.

The Kingdom of Larry and Sergey.

by | Jun 6, 2026

  There are two personal characteristics that make a material difference to who you are going to be in life. These aren’t hard skills, but core traits of humanity. hustle and curiosity Both are now essential in 2026. We live in by far the most...
The Generation Game.

The Generation Game.

by | May 8, 2026

  We signed off these Columns last year with this.  Maybe there is now even a certain coolness in quietly retiring from the battlefield, and watching it all play out. Especially as one senses that 2026 is going to be a humdinger of a year for “macro”. We will see...
The Giant in the chair.

The Giant in the chair.

by | Dec 21, 2025

  Natale is definitely a moment for optimism and goodwill. A wonderful time, in hopefully a wonderful life. For many of us, December 24 (la Vigilia), is also the last day of the old year, and the best moment to consider the previous twelve months. And what have...
Robin Williams and Robber Barons.

Robin Williams and Robber Barons.

by | Dec 7, 2025

Let’s cut to the chase right out the blocks.  Robber Baron: American industrial or financial magnates of the late 1800s who became wealthy by unethical means, such as questionable stock-market operations and exploitation of labor. Think Dick Dastardly. Our industry’s...
The hobgoblin of small minds.

The hobgoblin of small minds.

by | Nov 22, 2025

  There is a growing angst in the air that we are perhaps no longer in Kansas. By now only the small-minded can deny this. Gotham, the city of Wall Street, has elected a major who freely speaks the language of Karl Marx, and debates like a 9-year-old. One really...