Economic Analysis

How to safely profit from the mother of all disruptions


February 11, 2019

What has been the most financially disruptive event of this century?

Capitalism Without Competition

Thoughts from the Frontline

February 8, 2019

The Soviet Union’s collapse and spread of semi-free markets through Eastern Europe seemingly ended the socialism vs. capitalism argument. Capitalism had won. Collectivist economies everywhere began turning free. Even communist China adopted a form of free market capitalism although, as they say, with “Chinese characteristics.”

Meet the invisible watchdog who’s keeping you safe


February 4, 2019

Today I’m going to tell you about the most important little company you’ve never heard of.

What Should We Then Expect (From Investing)?

Thoughts from the Frontline

February 1, 2019

“Plans are worthless, but planning is everything.”

—US President Dwight D. Eisenhower

The brilliant guy who tricked an emperor


January 28, 2019

Have you heard the story of the brilliant guy who invented chess?

How Should We Then Invest?

Thoughts from the Frontline

January 25, 2019

"To be absolutely certain about something, one must know everything or nothing about it."

The End of Apple


January 21, 2019

“Oh man, that’s almost a month’s rent for me…”

Bull in the China Shop

Thoughts from the Frontline

January 18, 2019

The production of souls is more important than the production of tanks.... And therefore I raise my glass to you, writers, the engineers of the human soul.

“Druck” the bloodhound is buying disruptors. Are you?


January 14, 2019

Has billionaire Stan Druckenmiller been reading RiskHedge?

Something Wicked This Way Comes

Thoughts from the Frontline

January 11, 2019

For a couple of years now, the economic narrative has shown a comparatively strong US against weakness in Europe and some of Asia (NOT China). The US, we are told, will stay on top. I agree with that, as far as it goes... but I’m not convinced the “top” will be so great.