Archive

The next battle over capital will happen between private savings and states searching for financing.

What if the AI boom goes into reverse

"I would appeal to people not to buy gold for weddings for one year"

Altersvorsorgedepot

War Has Become a Wealth Transfer From Nations to Balance Sheets

Agile’s Long Con: How a Software Manifesto Became Corporate Excuse-Making With Stand-Ups

Warum die Revolutionen hier so selten sind?

The most dangerous mistake is believing that this time will be different

Markets as theater: Germany as the stage.

The Trade / Scenario Alpha: Worst Case, April 2026 → 2027+

Poland’s "miracle"