• January 25, 2019

How Should We Then Invest?

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

• January 18, 2019

Bull in the China Shop

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.

• January 11, 2019

Something Wicked This Way Comes

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.

• January 4, 2019

The Year of Living Dangerously

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