Isn’t it early for silly season?

Apple is not perfect. Just because the company has imperfections, however, is not in of itself a reason to panic. Is it reliant on its top product (the iPhone) for profits? Sure. Couldn’t you levy the same criticism on Coca-Cola? Tesla? Google? If the product you make has a sufficiently durable competitive advantage (“moat”), there’s […]

Russia’s foil? American natural gas exports

For those of you who have ventured over to the ‘Library’ section of my site, you’ll notice one book that is neither financial nor fiction. George Friedman’s The Next 100 Years introduced me to the idea of geopolitical thinking, the field encompassing geography, politics, and foreign relations. First of all, I was marveled by the […]