Reflections, pragmatism and intellectual honesty

It's not your fault for not knowing the unknowable... But it is your fault for pretending you do

But… is it a bubble? Doesn’t matter.

Profitability might not necessarily demand the best market conditions

Nvidia’s AI GPU dominance echoes Intel’s x86 era with impressive margins, wide moat. But is it really too big to fail?

What looks like innovation may in fact be the oldest trick in finance — packaging risk as safety.

A look behind the thin veil of market exuberance, tech hype and credit froth: Here are some insights before Error 404 shows up.