Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
How Much to Bet Just Based on Operators
March 30, 2025, 8 p.m.
Depth
March 16, 2025, 8:01 p.m.
2024 Shareholder Letter
Jan. 19, 2025, 8:01 p.m.
Irsa
Jan. 14, 2025, 1:24 p.m.
Attractor States
Dec. 29, 2024, 8 p.m.
Reading and Its Effects on Memory
Dec. 15, 2024, 8:01 p.m.
My Reads in 2024
Dec. 8, 2024, 8:01 p.m.
Quarterly Portfolio Update Q3 2024
Dec. 3, 2024, 2:10 p.m.
The Ultimate Book on Accounting
Dec. 1, 2024, 8:01 p.m.
HireQuest One Pager
Nov. 27, 2024, 2:20 p.m.
Mental Models
Nov. 24, 2024, 8 p.m.
HireQuest Q3 Earnings Review
Nov. 20, 2024, 2:03 p.m.
Lessons From the Greatest
Nov. 17, 2024, 8 p.m.
Burford Q3 Earnings Review
Nov. 16, 2024, 2:01 p.m.
Mercado Libre Q3 Earnings Review
Nov. 14, 2024, 1:02 p.m.
Zoetis Q3 Earnings Review
Nov. 11, 2024, 1:01 p.m.
The Specialization of Organs and How Industries Evolve
Nov. 10, 2024, 8 p.m.
Microsoft Q3 Earnings Review
Nov. 5, 2024, 2:01 p.m.
Mental Model from Newtonian Physics?
Nov. 3, 2024, 8 p.m.
HireQuest Network and Industry
Nov. 2, 2024, 1:01 p.m.
Google Q3 Earnings Review
Oct. 31, 2024, 8:01 p.m.
Simplicity and Complexity
Oct. 27, 2024, 8:01 p.m.
Tesla Q3 Earnings Review
Oct. 26, 2024, 1:03 p.m.
Texas Instruments Q3 Earnings Review
Oct. 24, 2024, 1:02 p.m.
Meditations on Isaac Newton’s Work
Oct. 20, 2024, 8:01 p.m.