timshel

Pioneer

A short discussion on my favorite book about finance, *Pioneering Portfolio Management* by David Swensen

Jul 9 • 

Tim

1

June 2025

An unqualified human good

Thoughts on *Whigs and Hunters* by EP Thompson

Jun 22 • 

Tim

1

April 2025

A quick correction

The tariffs and the dollar

Apr 6 • 

Tim

1

November 2024

Does Trump actually want Trumponomics?

The costs of Bessent's new "international economic system"

Nov 23, 2024 • 

Tim

1

October 2024

The quiet triumph of supply-side housing politics

Center-left parties agree: build, baby, build

Oct 26, 2024 • 

Tim

September 2024

Is taxing unrealized capital gains insane?

No.

Sep 1, 2024 • 

Tim

1

April 2024

Car dealers delendum est

Why car dealerships are a case study in regulatory capture and anti-growth politics

Apr 24, 2024 • 

Tim

2

September 2023

Keynes revisited

A callback to my first post

Sep 12, 2023 • 

Tim

May 2023

March 2023

An SVB post

Deposits are money, until they're not (until they are?)

Mar 22, 2023 • 

Tim

February 2023

Why tight labor markets are good

And why so many people are against them

Feb 23, 2023 • 

Tim

1

Japan is the black sheep of the world economy

Is the island nation an edge case or a peek into the future?

Feb 18, 2023 • 

Tim