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Pioneer
A short discussion on my favorite book about finance, *Pioneering Portfolio Management* by David Swensen
Jul 9
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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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