Category: Investing & Economics

Essays on market dynamics, economic principles, and long-term investment strategies.


  • On Trump’s Tariffs

    On Trump’s Tariffs

    Economists and Businessmen invoke Ricardo – trade should flow where it’s…

  • Richer, Wiser, Happier

    Richer, Wiser, Happier

    Notes from the book Richer, Wiser Happier – on what makes…

  • Same as ever: Timeless lessons on risk, opportunity and living a good life

    Same as ever: Timeless lessons on risk, opportunity and living a good life

    Notes from the book by Morgan Housel on optimising risk, seizing…

  • Poor Charlie’s Almanac

    Poor Charlie’s Almanac

    Notes from the book Poor Charlie’s Almanac which sets out Charlie…

  • AI Stack Economics

    AI Stack Economics

    Exploring the AI value stack: From compute hardware to end-users, where…

  • The Future of Marketplaces

    The Future of Marketplaces

    Unpacking the rise and fall of 2-sided marketplaces: A look at…

  • The Star Principle & making better investment decisions

    The Star Principle & making better investment decisions

    Takeaways from the book the Star Principle by Richard Koch in…

  • Navigating inaccurate data & misleading narratives

    Navigating inaccurate data & misleading narratives

    Deciphering Truths: Navigating Through the Maze of Inaccurate Data and Misleading…

  • Global debt – walking on shaky ground

    Global debt – walking on shaky ground

    Global debt is at an all-time high, with governments, businesses, and…

  • Monetary policy – Interest rates, higher for longer

    Monetary policy – Interest rates, higher for longer

    Decoding Inflation Drivers, Fed Pivots, and the High-Rate Reckoning Reshaping Investments