Archive - The Prdctnomics Newsletter

The AI Game Changer You Haven't Heard Of

Discover the unanticipated force that's transforming artificial intelligence

Apr 30, 2023 •

September 2021

Thriving in the Red Queen's Country

When running faster and faster keeps us in the same place

Sep 18, 2021 •

July 2021

The Unique Risks of Chinese Stocks

The Sword of Damocles and equity investing

Jul 27, 2021 •

Entering the Metaverse

The successor to the internet

Jul 24, 2021 •

Link Roundup: July 2nd 2021

Geopolitics and Cyber, ML Compute, & Intangible Value Investing

Jul 2, 2021 •

April 2021

The unbundling of banks

By 2030 we won’t ask why traditional banks are gone, we will wonder why they hadn’t disappeared years ago.

Apr 30, 2021 •

March 2021

Briefing: Google Trends

Taking a market temperature check with Google Trends

Mar 7, 2021 •

February 2021

January 2021

The Philosophy of Fundsmith

Part 3 of my investing mental models

Jan 25, 2021 •

November 2020

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