Declarative Statements
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Ends of the Earth
w.287 | Accenture, AI Reading, Public Health, PE Arbitrage, Equity Ownership & Lorax
Sep 28
3
Feeling Fine
w.286 | Generalists, Antichrist, Consumer Debt, Meta, Asia, & Charts
Sep 21
2
1
Do You Hear The People Sing?
w.285 | Family Offices, Pensioners, France, Nepal, Deficits, & 1517
Sep 14
2
Alright
w.284 | Venezuelan Oil, Gold, DATCOs, Corporate Jobs, Doodle Mania & Psychedelics
Sep 7
6
2
August 2025
You Get What You Give
w.283 | A.I. & Private Markets, Cal Newport, Vanguard, Smart & Grift Economy
Aug 31
2
2
Take Me Out
w.282 | Calculus of Value, Powell, Kids Share, Vanguard & Bonds, & Modular Nuclear
Aug 24
4
Distinto
w.281 | Figma, AI Bubble (?), CapEx, Profitability, & Conscientiousness
Aug 10
6
Hijos Del Sol
w.280 | BLS Data, Expensive equities, AI is Polytheistic, & Inflation
Aug 3
2
July 2025
Wake Up
w.279 | Interpersonal Dynamics, Investment Performance, AI Report, Vertical AI, & 2E Teen Camp
Jul 27
2
Peace Somehow
w.278 | Heat & A/C, ReIndustrialize, Fiscal Tightrope, Peak Software, & EdTech Churn
Jul 13
2
Magic Number (é”法数å—)
w.277 | Emerson, Meta Hiring, Cloudflare, Robinhood, & Dollar YTD
Jul 6
2
June 2025
I Ran (So Far Away)
w.276 | Blend, Business Transition, Stripe, Alpha School, Value vs. Growth, & These Memories Do Not Belong To Us
Jun 29
3
2
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