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Blog posts FROM
Venture Capital & Business
Regulatory capture is ruining America
Essay on how regulatory capture is ruining America
November 11, 2023
The Doom Loop
Essay on the impossible position the Fed is in, the US dollar, bond yields rising and a dark decade ahead
October 12, 2023
The soft landing narrative is bullshit
Current state of the world economy and the coming hard landing
September 19, 2023
Debt bombs are everywhere
Debt bombs, the tough choices for the Fed and a tough decade ahead
May 2, 2023
A Commodity supercycle is coming
Listening to Zoltan Pozsar, the commodity supercycle thesis and learning from the best
April 27, 2023
Is Gamestop the next Amazon?
Gamestop's positive Q4 earnings report, the shorts being dead and how Gamestop will change the world
March 21, 2023
All hail king dollar
The US dollar skyrocketing, worsening inflation in developed countries and the dollar milkshake theory
September 3, 2022
Think of the finance industry as an ocean
Hedge funds getting caught in a bad bet, Gamestop and fish hunting sharks
July 28, 2022
The State of Biotech Today
My thoughts on the current state of the biotech market today (May.5.22)
May 5, 2022
Investing in the Everything Bubble
Did a write up on how I would invest the next few years if I was a professional money manager
February 19, 2022
Congruence Therapeutics — The AI platform targeting protein misfolding
The blog post I wrote describing Amplitude Ventures' investment in Congruence Therapeutics
February 13, 2022
Gandeeva Therapeutics — unlocking the power of cryo-EM
The blog post I wrote describing Amplitude Ventures' investment in Gandeeva Therapeutics
February 13, 2022
Valence: creating a world-leading AI chemistry design company
The blog post I wrote for Amplitude Ventures' investment in Valence AI
February 13, 2022
Prilenia: a potential new treatment for Huntington’s Disease & ALS
The blog post I wrote for Amplitude Ventures' investment in Prilenia
February 13, 2022
LQT Therapeutics: targeting precision cardiology
The blog post I wrote on Amplitude Ventures' investment in LQT Therapeutics
February 13, 2022
Deep Genomics: how the combination of precision medicine and AI is revolutionizing drug discovery
The blog post I wrote on Amplitude Ventures' investment in Deep Genomics
February 13, 2022
We've Only Just Begun - Announcing the Final Close of Amplitude Ventures Fund I
The blog post I wrote on announcing the close of Amplitude Ventures' first fund
February 13, 2022
Why Chinese Real Estate is Concerning
Concern surrounding Chinese real estate and a potential volatility squeeze
October 18, 2021
Evergrande could be the domino that brings the house of cards down
Evergrande defaulting, the everything bubble and meme stocks
September 15, 2021
Black Swan Risks - accounting for unknown unknowns
Black swan risks, Archegos and the upcoming meme stock short squeeze
August 22, 2021
Why the banks are in trouble...AGAIN, like 2008
Banks going bankrupt, prime brokers, Glass-Steagall Act and what we can do
July 15, 2021
What happens to the US dollar after this crash?
The future of the US dollar, hyperinflation and end of a long-term debt cycle
July 11, 2021
It's probably stagflation
Thoughts on potential upcoming stagflationary depression in America
June 28, 2021
Is banking reform possible?
Banking reform, how the system is set up and money in America
June 21, 2021
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Featured
Personal Writings
2023 - A Transformational Year
Reflecting on my 2023, including accomplishments, highlights and favourite movies, podcasts, books, blog posts and restaurants
December 28, 2023
Personal Writings
Nuclear is our answer
Nuclear being the answer to our energy problem, the benefits of nuclear and how it compares to other forms of energy
July 5, 2023
Miscellaneous Musings
The BRICS + Saudi will win this decade
Essay on why the BRICS + Saudi will win this decade while America and the West fails in front of our eyes
July 13, 2022
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