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State Craft
73 posts
in this category
2021
(1 posts)
Observations at the heart of Permian basin
2021-02-10
2020
(13 posts)
Weapons of Math destruction by Cathy O'Neil
2020-10-21
The dichotomy between privacy and health
2020-04-26
Thoughts on the nature of framing
2020-04-19
The trouble with markets by Roger Bootle
2020-04-14
Observations on our news reporting system as well as investment bank forecasting.
2020-04-04
The AI economy, Roger Bootle
2020-03-26
Chat with Johnson and Dad on CoronaVirus and crisis investing
2020-03-18
Global warming and the four horsemen of apocalypse
2020-03-18
Thoughts on the Corona Virus stock market crash
2020-03-17
Federal reserve rate cuts
2020-03-16
Conversations with Garis
2020-02-27
Chat with Joe and his dad
2020-01-11
Dinner with Mansu
2020-01-03
2019
(55 posts)
Federal reserve maintains interest rates 11th Dec 2019
2019-12-16
Book summary: The dollar crisis
2019-12-06
French youth impression on President Macron
2019-12-04
Experiments with managing our wealth gap
2019-12-01
Eric Li on the new world order proposed by China
2019-11-26
Investment Biker, Jim Rogers
2019-11-14
Lee Kuan Yew, Interviews and selections by Graham Allison and Robert D Black Will with Ali Wyne
2019-11-14
Federal Reserve chairman testifies before Congress 20191113
2019-11-14
On China, Henry Kissinger
2019-11-11
Examples of various networks failing at scale
2019-11-07
Federal Reserve interest rate cut decision 20191030
2019-10-31
General thoughts on Mark Zuckerberg’s warning of the internet’s role in Authoritarianism displacing Democracy
2019-10-18
Constrains on world GDP levels
2019-10-17
Simultaneous inflation and deflation pressures in China
2019-10-15
An unchanging constant as the source of trust
2019-10-13
Thoughts of various asset class type and their usage
2019-10-11
Observed unwinding of credit in the market
2019-10-11
Observations on how public opinion is shaped in the US
2019-10-09
Book summary: The perfect weapon by David Sanger
2019-10-07
Evening out watching Rambo, last blood
2019-09-22
Key insights from mooncake festival at house of Jerry and Liza
2019-09-08
David Letterman interview with Barack Obama
2019-09-06
The American Factory
2019-09-06
Book summary: Understanding big debt crisis by Ray Dalio
2019-09-05
Key insights from weekend with Jerry, Liza, Ada and Dan
2019-09-01
Escalating tension in Asia Pacific and how history tends to repeat itself
2019-08-28
Book summary: The Asian Financial Crisis by Shalendra Sharma
2019-08-24
Book summary: The Savings and Loan Crisis - Lessons from a regulatory failure
2019-08-20
Why banks are trading at or below net book value
2019-08-20
Insights from lunch with Andrew and Paul
2019-08-07
Donald Trump's August 1st 2019 tweet on additional tariffs
2019-08-02
Federal Chairman Jerome Powell on 0.25% interest rate cuts
2019-08-01
Manias, Panics and Crashes - balance of trade mechanism
2019-07-30
Book summary - The Bank Credit Analysis Handbook by Jonathan Golin and Philippe Delhaise
2019-07-25
The case for hastening the replacement of workers with AI
2019-07-24
Summary of readings and conversations for the week
2019-07-15
Key highlights of Fed Chair Jerome Powell's testification before the congress
2019-07-11
Book summary AI super-powers, China, silicon valley and the new world order by Kai Fu Lee
2019-07-10
Mark Zuckerberg chats with Yuval Noah Harrai on the Future of AI
2019-07-01
Analysis of the Facebook Libra Token
2019-06-27
20190619 - Federal reserve chairman Powell’s speech
2019-06-20
Book summary - the wealth of nations
2019-06-20
Reflections on the subject of economics
2019-06-19
Guo Jia’s Ten Advantage Framework
2019-06-17
June 4th 2019 US/China trade war loss aversion reversion to mean pattern
2019-06-05
Key take aways from The Governance of China by Xi JinPing
2019-05-28
Key takeaway from Great Again by Donald Trump
2019-05-26
Macro economic analysis on US/China 2018/2019 Trade war
2019-05-14
Book summary: The Fate of Rome
2019-05-04
Insights from dinner with Yuan
2019-04-27
Blitzscaling with Microsoft
2019-04-22
Societal comparison between our current day and age versus the era of communism's rise
2019-04-22
Book summary: George Orwell's 1984
2019-04-15
Key take aways from the guide to a good life
2019-02-01
Key observations of Chinese One Belt Road Initiative in Africa
2019-01-18
2018
(4 posts)
Key observations in Ethiopia
2018-12-13
Reflections on self mastery
2018-12-09
Observations in Sudan
2018-12-08
Key take aways from Mien Kampf, Adolf Hitler
2018-12-02