-
Extremistan – Mediocristan
The idea of Extremistan and Mediocristan is powerful and can help find investment ideas.
-
Invisible but real costs
This blog explores the opportunity costs of banning products from some countries.
-
Incentives, not intentions, drive the outcome
People understand incentives. They understand what is good for them and what isn’t. They aren’t moved by the noble intention; they are more concerned by what’s in it for them.




