Archives

2025 4

October 1

PWR ― 2nd Follow-Up on Underweight/Hold Call

September 1

The September Cut: A Cheer or a Scream?

August 1

PWR ― Follow-Up on Underweight Call

March 1

Quanta Services (PWR) ― Overcharged Electric Grid

2022 2

June 1

Post-Liberal Democracy: The Regression of Hegemony and the Emergence of Neo-Tribalistic Power Dynamics

January 1

2021 Retrospective & 2022 Outlook: Navigating the Structural Inflection of Asset Markets

2019 2

July 1

The Advent of a Transition Era: Strategic Arbitrage in Human Capital

February 1

The Ontology of Currency and the Fallacy of Decentralization: A Socratic Dialogue

2018 1

April 1

China’s U.S. Treasury Divestment: A Geopolitical Bluff or Strategic Suicide?

2017 2

June 1

Ethereum’s Flash Crash: 319 USD to 10 Cents — A Warning on the Instability of Virtual Currencies
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