22 Jan, 2026
10 mins read

Solving the Global Economy: Why Modern Finance is the Ultimate Crossword Puzzle

The global economy is the ultimate cryptic crossword. To succeed, investors must learn to solve the “across” clues of macroeconomics and the “down” clues of industry shifts.

11 mins read

Beyond the Balance Sheet: Why Major Economic Decisions Can Never Escape Politics

Major economic decisions can’t be separated from politics. This post explores why ‘rational’ investing must account for political realities and social values.