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Venture Capital & Business

The Everything Bubble

The current state of the everything bubble in bonds, commercial real estate, stocks, Chinese and Canadian real estate
August 31, 2024

The American dollar is losing ground

The US politicizing its dollar, the rise of the BRICS and dollar milkshake theory
April 22, 2024

Get some gold

Inflation not being done, protecting your assets and getting some gold
March 14, 2024

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

Featured

Miscellaneous Musings

We live in a Chinese world

Essay on how China has advanced in production, manufacturing and helped their citizens while America has fallen behind
January 7, 2025
Miscellaneous Musings

2024 - The Curve Year

Reflecting on 2024, my favourites of the year and my big 2025 goal
December 25, 2024
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

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