JHM - Aug 15, 2026
My brain has not been much better than fish food this week after my travels culminated in a trip to Las Vegas.
Just Humour Me
Just Humour Me
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JHM - Aug 8, 2026
“I keep thinking about the heroic overproduction of nonfiction on Substack and Twitter and everywhere else.
JHM - Aug 1, 2026
I was called out for not writing anything last week.
JHM - July 18, 2026
This is a really interesting read, especially in the context of OpenAI’s reported proposal to hand the U.S.
JHM - July 4, 2026
What more sycophantic way better birthday gift could Sam Altman give the United States on its Semiquincentennial, its 250th birthday, than a 5% stake in OpenAI.
JHM - June 27, 2026
"I know you believe you understand what you think I said, but I am not sure you realize that what you heard is not what I meant." - Alan Greenspan, former Federal Reserve Chair, who passed away this week.
JHM - May 23, 2026
I am not here to say that SpaceX is Pets.com.
JHM - May 16, 2026
I am not sure whether the higher-than-usual number of replies to even a modestly bearish write-up is a contrarian sign for the market or something else.
JHM - May 9, 2026
Back in 2024, the average American household spent a little more than 3% of its pre-tax income on gasoline, depending on the denominator and household definition used.
JHM - May 2, 2026
“Governments will be tempted by ham-handed policy responses.