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Deep-DivesGlobalCurated insights across markets, macros, history, and intelligenceShowing 5 of 5
Distilling high-signal intelligence into digestible insights.
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Excerpt from The Economist: **The fate of ancient coins offers uncomfortable lessons about dollar dominance** > The coins largely moved one way, from Rome to India, and goods moved the other. Whereas Romans bought Indian wares, Indians accumulated monetary claims on Rome. Evidence points to high external demand for Roman assets: the coins bore a particular pattern, came in sealed bags and travelled via…
*The Aggregation of Marginal Gains | This Coach Improved Every Tiny Thing by 1 Percent and Here’s What Happened - written by James Clear #AtomicHabits #DaveBrailsford #BritishCycling*
Excerpt from The Economist:
The fate of ancient coins offers uncomfortable lessons about dollar dominance
The coins largely moved one way, from Rome to India, and goods moved the other. Whereas Romans bought Indian wares, Indians accumulated monetary claims on Rome. Evidence points to high external demand for Roman assets: the coins bore a particular pattern, came in sealed bags and travelled via…
The Aggregation of Marginal Gains | This Coach Improved Every Tiny Thing by 1 Percent and Here’s What Happened - written by James Clear #AtomicHabits #DaveBrailsford #BritishCycling
"Each attempt to tax the massive profits booked by Irish-shored multinationals has only expanded the system that allows them to be booked there in the first place."
...The net result has been, well, a steady rise in the profit the world’s multinationals report in Ireland, and a steady march up in Ireland’s corporate tax take. The Irish balance of payments data now shows that foreign multinationals (almost all…
Data Update 6 for 2026: In Search of Profitability! | The Business End Game Clarified! | Aswath Damodaran | Feb 17, 2026
"In its various Quantitative Easing programs, the Fed bought long-term debt and gave out overnight debt (interest paying reserves) in return. That undoes some of the interest rate protection the Treasury bought.
The wife went to the bank, and got the 30 year fixed. The husband went back to the bank and said no, no, swap that back to half floating. Interest rates went up, the wife thought “how wise I was.” The…
