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4th Quarter Commentary January 2024

A perspective on historical economic eras and the implications for current market risks and investment strategies, with a focus on factors such as global trade, labor arbitrage, and the rise of China.

horizonkinetics.com

ZeroHedge In Stunning Speech, Peter Thiel Blasts Buffett, Dimon, & Fink As "Finance Gerontocracy"; Sees Bitcoin Rising 100-Fold

Gold: The Once and Future Money (Agora Series)

Nathan Lewis

amazon.com
Cover of Gold: The Once and Future Money (Agora Series)

Matt Rickard The Contrarian Strategy of OpenAI

W. Brian Arthur Complexity Economics: Proceedings of the Santa Fe Institute's 2019 Fall Symposium

A Brief History of China (1949-2011). The U.S. Role in the Development and Growth of its Global Competitor

Oleg Maslov

amazon.com
Cover of A Brief History of China (1949-2011). The U.S. Role in the Development and Growth of its Global Competitor