Declarative Statements

Good Day

w.297 | Long Degeneracy, Stock Targets, Active vs Passive, Silver & Gold, & Impact Mafia

Dec 28, 2025

6

What It's Like

w.296 | Luminar, Market Outlooks, Crypto, Duolingo, Buffett, Future of Doctors & Market for LLMs

Dec 21, 2025

3

2

How Bizarre

w.295 | Marks Memo, Private Credit, GenZ, Enterprise AI, Decline of Reading & Monster Romance Bait

Dec 14, 2025

7

3

What Ever Happened?

w.294 | SPVs, Social Signals, OpenAI, Inference Cost, Mag7 Winners, & Vibecession.

Dec 7, 2025

6

2

November 2025

Soft & Gentle

w.293 | AI, UK Investors, PE Firms Raising Debt, Pension Growth, BTC & De-Mortgaging

Nov 23, 2025

2

Save This City

w.292 | AI Bubble, AI adoption, Berkshire, Private Credit, Charts & Prop Q

Nov 16, 2025

1

1

Hear You Me

w.291 | Al CapEx, Berk, Corp Zoombies, NYC Fiscal Center, & Talent Allure

Nov 2, 2025

3

1

October 2025

The Fall

w.290 | Private Credit, Crypto Collateral, Bank Profits, SNAP & School Choice

Oct 26, 2025

4

2

Walking On A Dream

w.289 | World Portfolio, State of Software, Ribbit & Tokens, Dalio & Gold, Bubble & Venture, & Trusts

Oct 19, 2025

1

2

Prayer for the Dying

w.288 | Fraud, Zihilism, Dollar Debasement, Demographics, & Stablecoins

Oct 12, 2025

2

September 2025

Ends of the Earth

w.287 | Accenture, AI Reading, Public Health, PE Arbitrage, Equity Ownership & Lorax

Sep 28, 2025

3

Feeling Fine

w.286 | Generalists, Antichrist, Consumer Debt, Meta, Asia, & Charts

Sep 21, 2025

2

1