Founder Notes - Q4 2023
Dizzy Bat
150% Inflation
The Great Litter Shortage of 2023
Welcome to Nowhere
Why Empires Fail
The Frankenstein Economy
More Dangerous Than the Minneapolis Light Rail
The Outsider
Why The Gold Price Is So Well-Behaved
Drain The Pool
How to Avoid Investment Purgatory
They Grow Olives in Japan?
How Steroids Ruined Capitalism
The Trouble with Fake Money
The Good Old Days of 2023
Debt Ceiling Mania
R.I.P. Carlton Sheets
They Turned us into Credit Junkies
No Panic in This House
"We Don't Fix The Price of Oranges"
The Trustee Portfolio
Beware of The Liver Kings
Disclaimer - Please Read Carefully
The Trustee and The Gambler
“It’s Not Getting Any Better”
After a 3-year Break, I'm back