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How Did You Go Bankrupt? “Two Ways. Gradually and Then Suddenly.”
Extremes creep in quietly. Until one day, they’re all you feel.
Jan 16
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Animal Spirits.
Humans have always been political animals, often in the worst sense of the term. That is precisely why only the best politics can restrain and govern…
Jan 14
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Markets Zoon
8
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Beati Monoculi in Terra Caecorum
Institutional stress, political acceleration and the limits of democratic absorption in the United States: why the euro appears a wiser currency in…
Jan 9
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Markets Zoon
7
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The (bl)AI(ck) Swan
Mispriced tail risk at the core of the AI-driven market cycle.
Jan 1
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Markets Zoon
15
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Want to Be Like Gold.
Vince, TMac, Penny, Grant; they all had the potential to be Mike. But none had what it really takes (perhaps only Kobe).
Dec 16, 2025
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Markets Zoon
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The Epicenter of the Next Turmoil.
A new fault line in the architecture of financial stability. Crypto has quietly become an asset class policymakers can no longer ignore.
Dec 4, 2025
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Markets Zoon
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Strength in Numbers
How a modern superpower must sustain itself through a culture of measurement, even when the story it tells is uncomfortable.
Dec 3, 2025
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Markets Zoon
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Innovation doesn’t Immunize Against bubbles.
The Internet Changed Everything, and Still Went Bust. AI Will Too
Nov 18, 2025
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Markets Zoon
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