Enjoy!
(i) Kelly Partners Group: Owners' Manual
What a gem.
(ii) Adam Tooze: Chartbook #145: China on the tightrope
Here’s some deflation. Maybe? Hard to know.
(iii) Long Technology Waves and Emerging Markets
A little galaxy brain but nevertheless interesting. Also a different kind of galaxy brain: Not Boring by Packy McCormick: The Space Economy
(iv) WSJ: The 30-Year-Old Spending $1 Billion to Save Crypto
Profile of SBF (including the gangbusters earnings numbers). And An Anatomy of Crypto-Enabled Cybercrimes and implications of Tornado regulatory actions: Tornado Cash. A trade?