My morning train WFH reads: • The Coming Loop: I don’t prompt Claude anymore. I have loops running that prompt Claude and figuring...
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At The Money: Do Agricultural Commodities Belong in Your Portfolio?, with Sal Gilbertie, Teucrium (June 24, 2026) Looking...
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My mid-week morning train WFH reads: • I want to be in the same business as Leopold “Lumpy” Aschenbrenner: A skeptical...
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The transcript from this week’s MiB: Seth Klarman, The Baupost Group, is below. You can stream and download our full...
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My Two-for-Tuesday morning train WFH reads: • Trump picked Kevin Warsh to cut rates. The new Fed chief just told us he has other plans....
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I had fun talking with Scott and Ed about the market’s reaction to the SpaceX IPO, including whether the valuation is...
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My back-to-work morning train WFH reads: • The impact of the AI capex boom on S&P 500 return on equity: Record profitability has...
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This past Spring, I had about 6 weeks of mad travel. Especially so, for someone who isn’t much of a road warrior. But my...
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Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The World’s Leading Deepfake Expert...
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The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads:...
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