The views expressed here are complete outside of what you would see in a regular debate and based on a lots of readings on topics like philosophy, philosophy of law, history of political and legal thought. And so forth. …

I love macro, I love tech, I love a lot of other things from esoteric spirituality to history to psychology. But I have been thinking mostly lately. It is astoundingly accurate the the world has turned insane. End of 2020 I actually wrote a book about how technology is part…

Puzzle 01: Stagflation With inflation in booster mode and nominal rates low, the real interest rate remains an interesting indicator when reading the economic development in the US. One possible interpretation is that we are looking at the first indicators of stagflation. …

The big unwinding on risk If you watched the financial markets in the last months, you could clearly observe an overall trend in unwinding risk. It was not visible in the major markets. But you could see a lot of interesting things happening. Private Equity funds didn’t go on a spree, but they were converting…

Today the financial times featured an article about online ads and that they seem to work less and less and most online users find them annoying. Why is that? And is it time to re-think the advertising business? Market Penetration Peak It’s pay to play market running on auctions. If…

After a rather boring last week, this week has taken investors for quite a ride. While risk spreads are still fairly low and compressed, the attention has been seen in rising safe haven bond yields crawling back up to higher levels. …

Financial times ran an interesting article today about China’s digital currency and mentioned the topic of control. The dark money pool and unrecorded work and services A key argument for central bank cryptocurrency is that it allows to sidestep the many issues of dark money circulating in the local economy. One topic is mostly concerned with tax evasion. Someone…

One year after Covid-19 and the remote work utopia has become mainstream ready as companies ramp up their capabilities in managing employees on remote operations stacks. Regulation will follow to make the new utopia happen. What exactly is this utopia? The Utopia for the Employed The pictures drawn are romantic…

This summarizes some ideas on trained fuzzy learning. Learning and Problem Solving In my first tutoring class that I held to economics students on mathematics, I wanted to have a direct discussion on how individuals think about mathematics and what mental representations they use to solve specific problems. This is…