FOCUS ON Capital
522 Articles on Capital
Elon Musk Doesn’t Understand Money
Elon's misplaced understanding of money and crypto is as dangerous as his desire for humans to live on Mars.
Don’t Do It, Gary Gensler
The SEC cannot establish and be held responsible for a rulebook from a theory left undefined.
POPULAR CAPITAL
Accelerating Infinite Regression In Asset Management
When humanity merely evolves downstream from an existing normalization of truth, prepare for infinite regression. That is my stern warning to Dutch funds, APG, and PGGM, promoting an AI-driven investment platform for asset-owners.
COVID-19 And The Impact On Financial Systems
In this interview, I highlight how the coronavirus has issued a stern warning we must remodel our financial systems after nature's principles, so as to improve human adaptability to nature's entropy.
The Bitcoin Before The Horse
Bitcoin, as the best known non-fiat online crypto-currency, is more frequently portrayed as the magic potion of a thriving new economy. Not so fast, say I, as Bitcoin will make the world flat again.
Foundational Depravity
I listened to today's podcast from the World Economic Forum called The Great Reset: Financing a Sustainable Recovery. For a real reset, guaranteed to improve humanity, I suggest you watch my recent interview instead.
Improving Capitalism
Capitalism must make humanity more adaptable to nature's entropy, or else it will kill us.
The New Role Of Money
Trust in money will come from producing products and services designed to improve human adaptability to nature's entropy.
COVID-19 And The Impact On Financial Systems
In this interview, I highlight how the coronavirus has issued a stern warning we must remodel our financial systems after nature's principles, so as to improve human adaptability to nature's entropy.
The New Job Of Finance
Finance can and must play a new and prominent role in the improving adaptability of humanity to nature.
The Purpose Of Money
I change Benjamin Franklin's definition of the purpose of money to meet the objectives of a new operating-system for humanity.
SEC’s Scarlet Letter About ESG, And Why Finance Must Improve Its Methods and Facts
To build a better society, methods and facts matter says SEC commissioner Peirce, challenging the validity of ESG.
Sustainability Is Unsustainable
Nature's entropy invalidates sustainability. End of story.
Your Beliefs Do Not Matter
Only nature's truths matters, your beliefs a mere indication of your propensity to adapt.
ESG Idiocracy On Display
ESG is an evolutionary false-positive, feverishly celebrated by its apostles.
What Can Private Equity Do Better?
Private Equity must adapt, to nature's laws of evolution.
ESG Is Dead; Bitcoin Is Alive, According To The Master Of Our Universe
When finance becomes irrational speculation, so becomes the survival of the human species.
Why AI Will Not Save Humanity
It is high time we educate the evolutionary ignoramuses in venture capital on the much-needed arbitrage of technology innovation.
Greenwash Danger Zone
Greenwashing in finance through ESG, PRI, and many others hinging on flawed principles, will be worse than the apparent concealment in the clothing business.
CalPERS Marcie Frost’s ESG Permafrost
The battle over a common definition of ESG is like trying to find the best God to believe in.
On ESG Differentiation
ESG diversification is evidence of its fundamental incompatibility with nature.
John Doerr, Not A Thinker Or A Doer
John Doerr's bet on sustainability talks but without the luxury of nature's merit prolongs humanity's deep solipsistic coma.
Putting Retirement Savings At Risk
Retirement savings can only be protected by asset management strategies compatible with the first-principles of nature.
Both Sides Of The ESG Debate Are Wrong
BlackRock's stance on ESG is smart because both sides of the debate on creating long-term investment returns are wrong.
Capitalism Is Not Killing The Planet
Just because you write about something (often), Orwell Prize winner George Monbiot, does not mean you know what you are talking about.
Dilly Dally Dalio
I like billionaire Ray Dalio, Chief Investment Officer at Bridgewater Associates, but he is dead wrong about what the future of humanity could and should look like.
Is Capitalism Class Subjugation By Design, Not Flawed But Evil By Design?
Don't blame capitalism. Blame the lack of a human theory that can breathe new life into humanity through capitalism.
Is Ether A Commodity Or A Security?
Congress cannot expect the SEC to decide on how crypto magically supports an undefined theory of humanity. For the SEC does not define the theory that determines what humanity can discover.
Can You Explain BlackRock’s Stance on ESG?
BlackRock's latent support for ESG is like a restaurant putting a vegetarian meal on the menu.
Is Early Stage Risk Compatible With SDG Investing?
Not until we adhere to the first-principles of nature.
What Can Private Equity Do Better?
Private Equity must adapt, to nature's laws of evolution.
What Are Signs That An Asset Class Is In A Bubble?
The excessive spread between valuation and value causes reality to come knocking.
The Failure Rate In A Startup Seems Extremely High. What Can VC Do Differently To Reduce Their Failure Rate?
The thesis determines what venture capital can discover. Changing the thesis will change the outcome.
Would A Data Scientist Make A Good Venture Capitalist?
No, a terrible one.
Does Free Market Capitalism Exist?
To suggest free market capitalism exists today is, in the words of George Orwell, to refer to slavery as your freedom.
Are There Any Venture Capitalists Or Types Of Investors Who Throw Some Money At Ideas, To Get The Ball Rolling?
There are plenty of investors who do not wonder why humanity cannot outlive a fly.
Halloween VC Costume
This Halloween VC costume description is just too funny not to share.
The ESG Chicken With Its Head Cut-Off Flees To Europe
ESG flees for a final bloodletting to Europe.
The Abortion Of ESG
The goal of ESG was not bad; the execution was.
Elon Musk Doesn’t Understand Money
Elon's misplaced understanding of money and crypto is as dangerous as his desire for humans to live on Mars.
Don’t Do It, Gary Gensler
The SEC cannot establish and be held responsible for a rulebook from a theory left undefined.
Bank Merger Policy
America suffers greatly from the absence of a theory determining what can be discovered. Bank consolidation is yet another undesirable symptom of said absence.
ESG Has Gone Woke In Its Afterlife
To tap into nature's ever-unfolding greenfield and renewable alpha, the arbitrage of finance must become more knowledgeable about human evolution.
ESG Is Dead; Bitcoin Is Alive, According To The Master Of Our Universe
When finance becomes irrational speculation, so becomes the survival of the human species.
Why AI Will Not Save Humanity
It is high time we educate the evolutionary ignoramuses in venture capital on the much-needed arbitrage of technology innovation.
Is Capitalism Class Subjugation By Design, Not Flawed But Evil By Design?
Don't blame capitalism. Blame the lack of a human theory that can breathe new life into humanity through capitalism.