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* If Tatiana Schlossberg were “Tatiana Smith” (12-30-25)
* ‘I’m So Trained’: How The Credential Society Burned Down the Palisades (12-28-25)
* Status Closure and The Lost Generation (12-25-25)
* The Bondi Massacre (12-15-25)
* Sydney Jews Learn That Their Aussie Social Contract Has Become A Suicide Pact (12-15-25)
* Terror in Sydney: Analyzing the “Chanukah by the Sea” Massacre (12-14-25)
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* No Kings, No Results: How Elite Pride Replaced Real Progress (10-19-25)
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Category Archives: Investment
Ten Convenient Beliefs For The Leaders Of Berkshire Hathaway
Stephen Turner’s convenient beliefs are operating at full value-investing speed in Berkshire Hathaway’s Omaha headquarters, the Geico and BNSF war rooms, Warren Buffett’s (or his successors’) office, and the private client dinners right now. With the U.S.-Israeli campaign in its … Continue reading
In the Iran War Energy Shock: Four Hero Systems, Four Distinct Summons
The 2026 Iran war—triggered by U.S./Israeli strikes on February 28, followed by Iranian retaliation, attacks on Gulf energy infrastructure, and the effective closure of the Strait of Hormuz—has removed roughly 20% of global oil and LNG supply overnight. Brent crude … Continue reading
BlackRock Is A Narrative Selection Engine
BlackRock is not just an asset manager. It is also a narrative selection engine operating at a scale that defies human intuition, managing delegated agency across heterogeneous clients under conditions of high capital mobility and political scrutiny. The legitimacy gap … Continue reading
The Jurisdictional Wars: Alliance Theory and the Battle for Vanguard
Executives, division heads, and portfolio managers at Vanguard do not compete for authority by saying they want power. They compete by invoking languages of investor-first fiduciary duty, low-cost indexing discipline, client-ownership stewardship, or responsibility for stewarding trillions in ordinary investor … Continue reading
The Jurisdictional Wars: Alliance Theory and the Battle for Authority at BlackRock
Executives, division heads, and portfolio managers at BlackRock do not compete for authority by saying they want power. They compete by invoking languages of fiduciary duty, long-term value creation, sustainable investing, Aladdin-enabled risk management, or responsibility for stewarding trillions in … Continue reading