Tidbits #60 – Hypersonic Missiles, Cyberthreats, Trump SPAC’d, M1 Max, + More

Hello, hello! 👋🏻👋🏻 Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology. This edition is super packed…so I’ll skip the random opening thoughts and dive right in. 🗺 Geopolitics #1 China conducted two hypersonic weapons tests this summer The Chinese military conducted two hypersonic … Continue reading Tidbits #60 – Hypersonic Missiles, Cyberthreats, Trump SPAC’d, M1 Max, + More

Tidbits #59 – Space Force, Taxes for the Digital Age, Tether?, Governance + More

Hello, hello! 👋🏻👋🏻 Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology. 🗺 Geopolitics #1 White House plans 30-country meeting on cyber crime and ransomware -official Top U.S. national security advisers will gather officials from 30 countries this month with plans to combat the … Continue reading Tidbits #59 – Space Force, Taxes for the Digital Age, Tether?, Governance + More

Tidbits #58 – AI Machine Guns, Collapsing Supply Chains, TikTok + More

Hello, hello! 👋🏻👋🏻 Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology. How Comedians May Rule the World Generally, I consider myself to be a fairly (long-term) optimistic person (but near-term realist). I’m generally more optimistic than almost anyone I meet or know. Even … Continue reading Tidbits #58 – AI Machine Guns, Collapsing Supply Chains, TikTok + More

Tidbits #52 – Parkour Robots, Common Prosperity, Forgotten Heroes + More

Hello, hello! 👋🏻👋🏻 Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology. 🗺 Geopolitics #1 How Afghanistan’s Ghani Went From President to Villain in Hiding “I had to move out of Afghanistan to prevent Kabul from bloodshed and destruction,” Ghani said in the video, … Continue reading Tidbits #52 – Parkour Robots, Common Prosperity, Forgotten Heroes + More

Tidbits #51 – Kabul…, The Future of Work, Concerts in the Cloud + More

Hello, hello! 👋🏻👋🏻 Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology. A Non-Linear World One of the most important concepts I’ve come to learn about over the years is the non-linearity of the world we live in. For financial types, you can see … Continue reading Tidbits #51 – Kabul…, The Future of Work, Concerts in the Cloud + More

Tidbits #49 – China, China, China…Battle for the Metaverse, BTS, Japanese Toilets, and More

Hello, hello! 👋🏻👋🏻 Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology. China Policy Direction and Impact on Capital Markets In recent months, Chinese domestic policy actions have accelerated and seem to embed a sense of urgency. While the Chinese government and regulators have … Continue reading Tidbits #49 – China, China, China…Battle for the Metaverse, BTS, Japanese Toilets, and More

Tidbits #47 – Didi Gets Pulled Over, Tech vs Govts, But All We Want to Do is…Shop!

Hello, hello! 👋🏻👋🏻 Welcome back to another edition of Tidbits covering all the recent things worth talking about in business, media, and technology. This is a double issue due to the July 4th holiday last weekend. 🗺 Geopolitics #1 130 countries sign on to global minimum tax plan, creating momentum for Biden push The Biden … Continue reading Tidbits #47 – Didi Gets Pulled Over, Tech vs Govts, But All We Want to Do is…Shop!

Tidbits #46 – Laws in a Digital World, Sneaky Fronts, Digital Reality + More

Hello, hello! 👋🏻👋🏻 Summer is officially upon us. And we’re almost halfway through the year. Moving fast! As always, thanks for reading. Hopefully this doesn’t take too much time away from the summer festivities. 🍋🍹🏖😎 Laws in a Digital World Before diving into our usual fare, let’s talk about Law. One of the most under-discussed … Continue reading Tidbits #46 – Laws in a Digital World, Sneaky Fronts, Digital Reality + More

Tidbits #44 – The Empire Strikes Back + Metaverse, Mobility, and More

Hello, hello! 👋🏻👋🏻 Yikes, this one is long…And this is after I cut out a bunch of other clippings I saved already! In any case, hope it is enjoyable, and thanks for reading. The Empire Strikes Back Before jumping into our regular programming, one thing I think worth diving deeper into is what happens when … Continue reading Tidbits #44 – The Empire Strikes Back + Metaverse, Mobility, and More

Proof of Work…Proof of Stake…Proof of Space…Is Crypto Reinventing the Wheel?

I have a fascination with everything new. And so…I have had an ongoing fascination with crypto! For years, it always seemed to be just more of an interesting little corner of the digital world, but increasingly it is touching more and more of the mainstream world and sometimes transforming it in the process. For example, … Continue reading Proof of Work…Proof of Stake…Proof of Space…Is Crypto Reinventing the Wheel?

Tidbits #36 – New Business Surge, Changing Date Nights, and a Whole New Reality

Hello, hello! 👋🏻 Here’s what I found interesting recently. 🗺 Geopolitics #1 Microsoft Attack Blamed on China Morphs Into Global Crisis A sophisticated attack on Microsoft Corp.’s widely used business email software is morphing into a global cybersecurity crisis, as hackers race to infect as many victims as possible before companies can secure their computer systems. … Continue reading Tidbits #36 – New Business Surge, Changing Date Nights, and a Whole New Reality

Tidbits #34

Hi, friends. 👋🏻👋🏻 What a week! Not only were markets extremely volatile, many companies and industries continue to undergo fascinating change. Major change is coming in the media space if Snap, Twitter, and Spotify’s recent investor / product presentations were any indication. And beyond that…the boom in NFTs (non-fungible [crypto]tokens) is wild in its own … Continue reading Tidbits #34

Tidbits #30

Hello, hello! 👋🏻 👋🏻 Thanks for reading. A little longer than usual, but I hope you have as much fun reading it as I did writing it. If you can’t get through all of it, please at least check out #20! It’s awesome. I guarantee it. 🗺 Geopolitics #1 Twitter Locks Out Chinese Embassy in … Continue reading Tidbits #30

An Innocent Question Re: Fed Balance Sheet Expansion and Deflation

This is a follow-up to “24/7 Money Printing at the Fed? Misconceptions and Consequences.“ For a longer list of monetary / macro-related notes, please see the most recent related note here. My prior note argues that the Fed is not currently engaged in “money printing” in the physical sense. What the Fed is actually doing … Continue reading An Innocent Question Re: Fed Balance Sheet Expansion and Deflation

Myth and Misconceptions of American Savings and Overconsumption

This piece is part of a series discussing seemingly major misconceptions around economics and monetary and fiscal policies that are commonly believed by the investing public. Understanding these misconceptions may help improve investing outcomes and make better sense of the world we live in. 1/ “In Dollar We Trust (and Why China Would Prefer Otherwise)” … Continue reading Myth and Misconceptions of American Savings and Overconsumption

Tidbits #17

💰 Economy #1 The Number of New Businesses in America is Booming The government regularly releases figures on new-business formation, derived from applications for tax registrations. And “high-propensity” business applications—those displaying characteristics typically associated with firm-creation and the employment of staff—recently reached their highest quarterly level on record (see chart). … All this has surprised … Continue reading Tidbits #17

Chinese Capital Sustainability and the Power of Capital Controls

A few months ago, Capital Flywheels penned two posts arguing why the popular understanding of the USD and monetary easing were problematic and likely incorrect. In “In Dollar We Trust (and Why China Would Prefer Otherwise)“, I argued that the USD position as a global reserve currency is much stronger compared to reserve currencies of the … Continue reading Chinese Capital Sustainability and the Power of Capital Controls

Tidbits #11

What I found interesting recently. 🗺 Society Why the US needs racial progress: Two years ago, Marian Croak was hiding in her office at Google’s YouTube offices, convinced the police would enter and shoot her dead. There was an active shooter on the San Bruno, Calif. campus, and police were moving door-to-door to clear out … Continue reading Tidbits #11