Essays
Long-form essays by C.W.K. — markets, AI, and the occasional aside on life. Newest first.
63 essays across 2 years
All essays · newest first
- Cao Cao Was a Genius (And Still Got Played)2026-01-30
- The Bully Clown and the Silly Villagers2026-01-22
- The Temporal Math of the "Lost Decade"2026-01-21
- The Mad King Problem2026-01-18
- A Confession of Fear — AI Boom, Shipyard Hopeium, and Honey-Butter Chips2026-01-17
- The Passive Lie2026-01-15
- AI Transition Trap2026-01-14
- Never-Befores: Cyclical Bubble vs. Civilizational Mispricing2026-01-13
- Hyperscale Dream: The Quadruple Bind — AI Wins, Investors Lose2026-01-09
- Capitulation of the Cautious2026-01-02
- The Oracle of Omaha Paradox2026-01-01
- 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