CIO & Founder | Equities + Macro + Vol. Critical Rationalism. Complexity. Humanism. Bold conjectures, conditionally held. 🇦🇺 🇬🇧 🇬🇷 🇮🇱 🌻🦁🌞 🏉 🥊 🏊
Preamble: I feel compelled to write this essay in the face of policymakers the world over, making executive decisions—supposedly in the best interests of the constituency—where the logic and maths do
The Deceptive Arithmetic of Renewables vis-à-vis Nuclear-Elemental Energy Housekeeping: Firstly, a doff of the hat to @Doomberg for the inspiration for this essay. Introduction: Mathematical
One more piece elaborating on my reply to @elonmusk. Government debt, particularly in the case of the United States, is frequently misunderstood. It’s not "debt" in the traditional sense—a burden to
Hey all, I'm uploading my free articles from The Consilience Compass blog here. You can subscribe at Consilience dot blog. Tl;Dr China issuing USD bonds indicates dollar funding needs, placing