Year End Review 🔖 - Themes I am watching for 2026
Japan Carry Trade, AI, Robotics, and the Future of Work
Posts
Vibe Coding 🌟 With Google Antigravity
Rolling out a feature improvement on the blog using Google Antigravity in under an hour!
When the Grid meets the Algorithm
Why the Real Story of AI's energy use isn't what you think
Back From Hiatus
Back from a hiatus, Rebranding, Global macro, AI Scientist
A New Beginning
Philotimo, Management, and Rebranding youself in the AI era
2024 Wrapped 🍾 - Year End Review
Perspectives on the year and the second 👏 year of the blog
Contrarian and Independent: My approach to Value Investing
Your margin is my opportunity!
Better Listening
Lessons from Rick Rubin and Peter Drucker
The NVIDIA Way
A Deep Dive into Jensen Huang's Leadership Philosophy
Income Inequality - growth or counter growth?
The Looming Shadow of Inequality: A Threat to Economic Prosperity