The K-Shaped World Cup
Underneath the global spectacle is the same story I keep finding in the economic data — two very different experiences, depending on your income
tag: Reflection
The Uncomfortable Pivot
Why Feeling ‘Weird’ With AI is Your New Competitive Advantage
Revisiting Charlie Munger's Timeless Wisdom for 2026
Revisiting the profound principles of Charlie Munger for the new year.
Year End Review 🔖 - Themes I am watching for 2026
Japan Carry Trade, AI, Robotics, and the Future of Work
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
Ten Japanese Concepts to Live Life
Finding meaning, purpose, and contentment in the everyday