Substack
Information is now free and simultaneous, so capital saturates an asset class and abandons it inside a quarter. Here is how I think about investing in a world of rolling bubbles.
Our Calls, Currency, Trade access, and Manufacturing
How the AI buildout is being financed, and why it matters more than whether the technology works
The rupee stopped falling, but it was bought time, not victory. Chapter Seven follows what India does with three years: Three suns. Each one lit by something India does not yet own.
Seeing the Whole Forest | Pinetree Macro Canopy July 2026
