Thoughts From the Frontline, January 2019

How Should We Then Invest?

January 25, 2019

"To be absolutely certain about something, one must know everything or nothing about it."

Bull in the China Shop

January 18, 2019

The production of souls is more important than the production of tanks.... And therefore I raise my glass to you, writers, the engineers of the human soul.

Something Wicked This Way Comes

January 11, 2019

For a couple of years now, the economic narrative has shown a comparatively strong US against weakness in Europe and some of Asia (NOT China). The US, we are told, will stay on top. I agree with that, as far as it goes... but I’m not convinced the “top” will be so great.

The Year of Living Dangerously

January 4, 2019

Double, double, toil and trouble;
Fire burn and cauldron bubble.

…By the pricking of my thumbs,
Something wicked this way comes.

- William Shakespeare, Macbeth, Act IV, Scene I, 1606