“Realpolitik is the art of the possible—but it often ignores the cost of the probable.” — Anonymous diplomat, paraphrasing Bismarck’s legacy in a modern context
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, truth, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
“Built to Be Left.”
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
A different analysis would suggest that you are looking at a bunch of dots and connecting then with lines to draw a picture that you think is reasonable. Trump doesn't have beliefs or principles. Nor does he have a long term economic plan. Good luck to all
Of course it doesn't matter if both major parties distribute particular responsibilities between themselves, the important things is that certain things get done and that history records which party and president did it.
Great analysis, very grateful. One bolt on (hopefully for another day) are the strategic commodity implications, especially the drive to lower energy costs in the US for competitive advantage.
Great post. I reread it and didn’t find any big stones left unturned.
Hello there,
Huge Respect for your work!
New here. No huge reader base Yet.
But the work has waited long to be spoken.
Its truths have roots older than this platform.
My Sub-stack Purpose
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, truth, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
“Built to Be Left.”
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
It is the system’s operating principle”
Experience first. Return if it speaks to you.
- The Silent Treasury
https://tinyurl.com/48m97w5e
Very thorough explanation of policy reality and the risks involved
A different analysis would suggest that you are looking at a bunch of dots and connecting then with lines to draw a picture that you think is reasonable. Trump doesn't have beliefs or principles. Nor does he have a long term economic plan. Good luck to all
https://open.substack.com/pub/esworld?r=4ylza&utm_medium=ios
Can someone explain where the charts are?
Fantastic analysis!
Of course it doesn't matter if both major parties distribute particular responsibilities between themselves, the important things is that certain things get done and that history records which party and president did it.
Great analysis, very grateful. One bolt on (hopefully for another day) are the strategic commodity implications, especially the drive to lower energy costs in the US for competitive advantage.
This was an amazing analysis. I'm still with Trump all the way.
Appreciate your sober analysis
Whats my point?
You so often make sense when so many others do not. Thanks!
This is helpful perspective. Thanks.
that would be an easy lyric change for Neil