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CIRCLE OF COMPETENCE

“If a man empties his purse into his head, no man can take it away from him. An investment in knowledge always pays the best interest.” - Ben Franklin

#181 - Trump’s Tariffs: A Temporary Negotiation Tool or Permanent Fixture?

Looking beyond the rhetoric and posturing, I’m betting that President Trump’s 2025 tariffs are not really about economic protection, but...

Mar 19

#180 - Data Centers + AI Capex - Boom or Bust?

“As DeepSeek has already demonstrated, there will be further savings with improved efficiencies in training large-language models and...

Mar 17

#179 - Substack Transition + Our Robotic Future

“On a 12-month average basis…Housing Starts have completely rolled over from their peak nearly three years ago falling from 1.67 million...

Mar 2

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