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Oct 16, 2026
The AI hangover is coming. AI can change the world, and many of today’s AI investments can still turn out to be terrible. The pandemic showed us how.
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Sep 4, 2026
Gold has no cash flows and falls outside my value framework. So why am I bullish? Nothing changed about gold. Many things changed about the US dollar.
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Jul 30, 2026
I wrote in the past that the AI rollout feels a lot like déjà vu of the 1999 telecom bubble. Today's AI bubble has elements of both the 1999 overinvestment in internet...
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Jun 10, 2026
I'm seeing eerie 1999 déjà vu in today's market, Nvidia, Walmart, and the AI mania. Here's why we're staying patient, process-driven, and focused on margin of safety.
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Apr 2, 2026
The future is moving faster than we can process. Here’s my honest look at how I’m navigating AI, global shifts, and diversification with a dose of humility.
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Mar 5, 2026
Instead of false certainty on AI's economic impact, here is my crayon-level framework on the real tug-of-war between productivity and employment.
Oct 16, 2026The AI hangover is coming. AI can change the world, and many of today’s AI investments can still turn out to be terrible. The pandemic showed us how.
Sep 4, 2026Gold has no cash flows and falls outside my value framework. So why am I bullish? Nothing changed about gold. Many things changed about the US dollar.
Jul 30, 2026I wrote in the past that the AI rollout feels a lot like déjà vu of the 1999 telecom bubble. Today's AI bubble has elements of both the 1999 overinvestment in internet...
Jun 10, 2026I'm seeing eerie 1999 déjà vu in today's market, Nvidia, Walmart, and the AI mania. Here's why we're staying patient, process-driven, and focused on margin of safety.
Apr 2, 2026The future is moving faster than we can process. Here’s my honest look at how I’m navigating AI, global shifts, and diversification with a dose of humility.
Mar 5, 2026Instead of false certainty on AI's economic impact, here is my crayon-level framework on the real tug-of-war between productivity and employment.