Spotlight on the 3D industrial revolution that may already be here
By Dario Garcia Giner The Berkshire Hathaway Annual Meeting is (or, was, until Charlie Munger’s death in late 2023) an event so widely reported that it practically transcends the financial sector. Though less anticipated than an Nvidia earnings release and delivered without any of the razzle-dazzle one experiences at an Apple launch event, for those […]
In the Blind Spot (The slow march of Western capital controls)
SNEAK PEEK — Izzy sprinkles a few insights gleaned from her Saudi-state-funded trip to Riyadh. — Are capital controls about to make a comeback? Evidence is mounting that the answer is yes. — Dario reports from Buenos Aires on how ordinary Argentines are handling Milei’s reforms. Good evening subscribers! Greetings from Riyadh. By the […]