Month

Hope all goes well… I take late summer off from writing weekend notes. Reading more, recharging. In the meantime, dusted off a piece I wrote in early January, to capture the enormity of what is now unfolding. And as One River races, evolving, advancing, embracing the uncertainty and opportunity that materializes in periods of great change, it felt right to re-publish The Case for Digital Assets (see below). All the b

Hope all goes well… I take late summer off from writing weekend notes. Reading more, recharging. In the meantime, dusted off an anecdote from 2016 about challenging the status quo, destroying our treasured creations, reinventing ourselves. All things to embrace as we enter an extraordinary decade, in monetary/fiscal policy, geopolitics, markets, inflation, digital assets – the ground beneath our feet already sh

Hope all goes well… I take late summer off from writing weekend notes. Reading more, recharging. In the meantime, dusted off an anecdote from 2018 about magic, mysteries, the sublime wonder all around. And where to look for the greatest opportunities (see below). All the best, E Week-in-Review (expressed in YoY terms): Mon: ECB’s Weidmann warned inflation in the euro area could pick up faster than expected, intergove

Hope all goes well… I take late-summer off from writing weekend notes. Reading more, recharging. And I’m working on a longer-form piece about a favorite strategy for the wild decade ahead. A scalable opportunity whose star is rising. Something overlooked, unloved. Be back with it in early September. In the meantime, dusted off an anecdote from 2012 about one of my favorite life moments, and the importance of playing

Hope all goes well… I take late-summer off from writing weekend notes. Reading more, recharging. And I’m working on a longer-form piece about a favorite strategy for the wild decade ahead. A scalable opportunity whose star is rising. Something overlooked, unloved. Be back with it in early September. In the meantime, dusted off an anecdote from 2017 about China. How it has re-imagined the vast power of fiat in ways th