A private investor's framework for navigating technology, markets and the complexity of the human mind ...
18
Sep

UiPath at a Crossroads

3 min read
10
Sep

How the AI Supercycle and a Pivoting Fed Are Supporting the Stock Market

3 min read
02
Sep

Investing from a First Principles Perspective

7 min read
20
Aug

The Big Deception: Human Minds Are Slaves to Their Subconscious

3 min read
11
Aug

From Search to Synthesis: How AI Rewires the Content Value Chain

2 min read