The Economy Contains Multitudes
The K-shaped economy is real, crypto’s gentler bear feels worse, and housing proves Econ 101 still has tenure.
The Art of the Bubble
Markets, Mispricing, and Financial Freedom
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Latest posts
The Push Game
How to Use Tax Asset Investments to Structure Your Gains
The Market Changed. Nobody Rang the Bell.
SaaS survives the AI feast, STRC gets boring again, and housing quietly gets cheaper.
How to Make Losing the Hard Part
Three private-market strategies for moving returns from forecast into architecture.
Retail Is Winning. AI Didn’t Get the Memo.
A market rotation, Galaxy’s stalled engines, and why the Midwest is quietly beating the coasts.
The Underwear Problem
What Bayesian reasoning can teach AI about changing its mind
Bitcoin Beat the Nasdaq. Now Comes the Hard Part.
Bitcoin beats the Nasdaq as the Trump Trade falters, STRC stalls below par, and America’s housing market splits in two.
The $6.5 Million Business Nobody Can Buy
Too big for the operator. Too small for private equity. Just right for capital archaeology.
The Runway, the Stablecoins, and the Condo Hangover
Welcome back to The Cypher!
Five Bubble, Two Engines, and One Almost AI Job
Hello Bubble Riders!
Passive Income Strategies
Yield Farming Lesson #7