December 2025
13 essays
- The Wrong Hole2025-12-29
- The Only Winning Move2025-12-28
- The Overbuild Diaries Part II2025-12-27
- The Overbuild Diaries Part I2025-12-27
- CAPE at ~40: what it is, what it isn’t, and what it should change (now)2025-12-27
- The Expert’s Hedge2025-12-25
- Why “NVIDIA to $10T (and $20T/$30T)” Is Harder Than You Might Wish — A Simple Math Intuition Test2025-12-24
- The Berkshire Fortress - A Framework for Rational Survival2025-12-20
- Why Near-Term Market Predictions and “Strategies” Don’t Work for Genuine Long-Term Investors2025-12-16
- The Vanishing Point of Elegant AI2025-12-14
- Probability Isn’t the Villain. Misuse Is.2025-12-13
- When Even New Games Feel Like Traps - Soulsborne, Late Life, and the Vanishing Point of 12025-12-08
- The Great AI Subsidy: Why the Math Doesn't Math (Yet)2025-12-01