Adult Swim
I famously wrote in a Substack essay that I don’t vote. You can google it if you want; I’m not going to link to it because it has salty language.
The Best of Times, the Worst of Times
Trading is funny—sometimes things are going really well, and sometimes things are going very poorly.
Something Important Just Happened
A couple of weeks ago, I wrote about how I thought the bottom in commodities was near. I think it happened.
If the Music’s Still Playing, You Have to Keep Dancing
Private equity firms do private equity. If they run out of good opportunities, it’s not like they're going to switch to, say, commodities trading.
Everything Is Worse Because of Private Equity
Have you noticed that across businesses in a range of industries, prices are higher and the customer experience is worse?