![[Week 48 of 2025] Funds, Frenzy, Faultlines](/content/images/size/w750/2025/11/b8a05973-0cb4-41c4-97b3-9b167e113b61.png)
![[Week 47 of 2025] Vectors and Veils](/content/images/size/w750/2025/11/70f598fc-9520-447a-afd4-4d4cd66f57e8.png)
![[Week 46 of 2025] Caps, Consumption, and Collectibles](/content/images/size/w750/2025/11/8fd368b0-3fa8-43cf-86a3-23499989ffd1.png)
![[Week 45 of 2025] Memos, Margin, and Mirrors](/content/images/size/w750/2025/11/fd1a3d11-4d65-4346-8510-34eec651001e.png)
![[Week 44 of 2025] Access, Algorithms, and Anxiety](/content/images/size/w750/2025/11/b2d787e3-ac70-46eb-b490-d088e9e16d12.png)
![[Week 43 of 2025] Prices, Power, and Persuasion](/content/images/size/w750/2025/10/7b1288db-dcfc-4257-b2e9-75563b3516c8-1.png)
![[Week 42 of 2025] Milestones and Misbeliefs](/content/images/size/w750/2025/10/8c7afaf3-2f92-4f7b-aeb5-e7467fe7de9c-1.png)
![[Week 41 of 2025] Innovation, Incentives, and Inertia](/content/images/size/w750/2025/10/unnamed-1.jpg)
![[Week 40 of 2025] Agents, Adaptation, and Algorithms](/content/images/size/w750/2025/10/unnamed.png)
![[Week 39 of 2025] Access and Agents](/content/images/size/w750/2025/09/unnamed.png)
![[Week 38 of 2025] Committees, Coupons, and Convictions](/content/images/size/w750/2025/09/week-2025-38-1.png)
![[Week 37 of 2025] From Robinhood to Charizard](/content/images/size/w750/2025/09/week-2025-37.png)
![[Week 36 of 2025] Fertility, Funds, and Fortuity](/content/images/size/w750/2025/09/week-2025-36.png)
![[Week 35 of 2025] Politics, Premia, and Pens](/content/images/size/w750/2025/09/week-2025-35.png)
![[Week 34 of 2025] Prompting, Packaging, and Patriotism](/content/images/size/w750/2025/09/week-2025-34.png)
![[Week 33 of 2025] Compounding and Competing](/content/images/size/w750/2025/09/week-2025-33.png)
![[Week 32 of 2025] Margins, Measures, and Moral Hazards](/content/images/size/w750/2025/09/week-2025-32.png)
![[Week 31 of 2025] Delegates and Drivers](/content/images/size/w750/2025/09/week-2025-31.png)
![[Week 30 of 2025] Stars and Stocks](/content/images/size/w750/2025/09/week-2025-30.png)
![[Week 29 of 2025] Guessing Games](/content/images/size/w750/2025/09/week-2025-29.png)
![[Week 28 of 2025] Blurred Lines](/content/images/size/w750/2025/09/week-2025-28.png)
![[Week 27 of 2025] Overcast and Overfit](/content/images/size/w750/2025/09/week-2025-27.png)
![[Week 26 of 2025] Portfolio Logic](/content/images/size/w750/2025/09/week-2025-26.png)
![[Week 25 of 2025] Imitation and Inheritance](/content/images/size/w750/2025/09/week-2025-25.png)
![[Week 24 of 2025] Capital Allocation and Human Resource Problems](/content/images/size/w750/2025/09/week-2025-24.png)
29
Nov
[Week 48 of 2025] Funds, Frenzy, Faultlines
3 min read
22
Nov
[Week 47 of 2025] Vectors and Veils
2 min read
16
Nov
[Week 46 of 2025] Caps, Consumption, and Collectibles
3 min read
08
Nov
[Week 45 of 2025] Memos, Margin, and Mirrors
3 min read
01
Nov
[Week 44 of 2025] Access, Algorithms, and Anxiety
4 min read