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Something to Consider

2025


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  • ISSUES
  • QUICK TAKES
#042 - THE MATERIAL EDGE December 30
#041 - MACHINES WITH NERVES December 6
#040 - THE GREAT JOB DISPLACEMENT November 15
#039 - WATT'S NEXT November 1
#038 - BEHIND EVERY CLICK October 22
#037 - WATER FROM THIN AIR October 14
#036 - CROWDS, CRIME & OPPORTUNITY October 03
#035 - CHILLING THE AI BOOM September 05
#034 - BETTING ON BATTERIES August 02
#033 - UNDERVALUED. ESSENTIAL. PLUGGED IN. July 11
#032 - THE AI ROYALTY MACHINE June 27
#031 - UNDERGROUND ENERGY May 31
#030 - OPPORTUNITY IN VOLATILITY April 30
#029 - FULL SPEED TO 2030 March 28
#028 - INTELLIGENT AGENTS February 26
#027 - HUNKERING DOWN January 31
  • GO TO 2024 ISSUES

The pages of this newsletter unfold the journey of a portfolio since its inception in January 2023. I hope you enjoy reading it as much as I enjoy writing it.





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