timshel

timshel

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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

American payments are slow
Why we lag behind the world in sending money around
May 19, 2023 • 
Tim

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
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