Declarative Statements
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Diamonds and Rust
w.273 | Market Research, Alts, Knowledge Systems Collapse, Omada, DOGE, & Charts
Jun 8
3
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Diamonds and Rust
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May I Have This Dance
w.272 | AI Charts, Asia's US bet, Abundance, and Homebuying
Jun 1
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May I Have This Dance
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May 2025
Ndokulandela (I Will Follow You)
w.271 | Crypto, Enterprise Software, Yields, Standardized Tests, AI Implications, & South Africa
May 25
3
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Ndokulandela (I Will Follow You)
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Everybody's Gotta Live
w.270 | Chris Hohn, 401ks, Restaurant Patterns, Duolingo & America against America
May 18
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Everybody's Gotta Live
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Gold In Them Hills
w.269 | Berkshire Debrief, Software Engineering Jobs, Creator Commerce, Conclave Network, & Online Betting
May 11
4
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Gold In Them Hills
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2
April 2025
Strange & Beautiful (I'll Put A Spell On You)
w.268 | VC, Time Value of Money, Klarman on Cash, Macro Changes, India <> Pak, & Consumer Sentiment
Apr 27
1
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Strange & Beautiful (I'll Put A Spell On You)
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Gamesofluck
w.267 | Astra, Education Investing, Asian Equities, Yale Selling, Recruiting Tech, & Bitcoin vs Gold
Apr 20
1
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Gamesofluck
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Lose Control
w.266 | Interest Rates, Nobody Knows, JP Morgan, V-Bottoms, & Reflexive AI
Apr 13
2
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Lose Control
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Southern Man
w.265 | Tariffs (Obviously), Trade Deficits, Global Supply Chains, AI 2027, & NeuroTech
Apr 6
3
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Southern Man
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2
March 2025
Cheer Up, My Brother
w.264 | Professional-Managerial, Women's Sports, VC Benchmarks, Liquidity & Integrity
Mar 30
2
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Cheer Up, My Brother
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Warriors
w.263 | Dividend Recaps, Lutkin, Bessent, Consumer Trends, Tyler Cowen, & Beautiful vs Practical
Mar 23
3
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Warriors
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Pointillism
w.262 | PE Stocks, Interest Rates, Reading Declines, Revenue Round Tripping, & Apple
Mar 15
3
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Pointillism
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