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What We’re Reading

College reform…

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Acceptable Flaws

Life is a little easier if you expect a certain percentage of it to go wrong no matter how hard…

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Focus On The End Goal

Coronavirus is a wrench in the forecasts of most companies.

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Monument

In the spring of 2014, I reached out cold to Mike Russell and Justin Geller to discuss the business they…

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What Have We Learned Here?

A few things revealed in recent months.

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What We’re Reading

Food supply…

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What We’re Reading

Investing…

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When You Have No Idea What Happens Next

Do we know more about what’s going to happen in the next 12 months today than we did in January…

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Particle Health

We’re thrilled to announce our investment in Particle Health.

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What We’re Reading

Reasonable expectations…

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What We’re Reading

Action…

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Who Pays For This?

The federal government will run a $3.8 trillion deficit this year and $2.1 trillion next year.

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What We’re Reading

Flying…

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What Next? (Two Questions)

Desire for economic forecasts surges right when our ability to accurately forecast plunges.

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What We’re Reading

Tradeoffs…

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The Shock Cycle

At first you don’t see bad news, because it starts small and isn’t reported in traditional outlets.

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Why Time Has Slowed

Time seems to have slowed down.

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What We’re Reading

Adapting…

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Two Things Can Be True At Once

“How are you holding up?”.

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What We’re Reading

Surge…

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Common Enemies

Everyone wants a map. Just a simple guide to what’s going to happen next.

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Two Things We Know With High Confidence

Unknowns exceed knowns even in the best of times.

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What We’re Reading

Working from home…

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Corona Panic (Part II)

Lots of things now seem obvious in hindsight.

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Different Kinds of Decline

Decline is everywhere these days.

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