I step away for a month to finish a book and look what happens. The weirdness keeps piling up. Send in the clowns.

My thesis throughout these newsletters is that the world is behaving strangely. History has morphed and no longer plays by the rules. The math continues its dysfunctional, unpredictable, and almo... read more »

Hemingway was once asked "How did you go bankrupt?" He said "First gradually, then suddenly."

Well, we're a long way down this road now, and we've just about run out of gradually. See that cliff ahead? That's the beginning of suddenly.

Suddenly is like one September morning in ... read more »