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Olduvai III: Catacylsm
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The case for contingency planning

The case for contingency planning LONG-ODDS BET OR A PORTFOLIO OF SCENARIOS? An intelligent investor – as distinct from a gambler – doesn’t put all his or her money on a single counter. He doesn’t stake everything on a single stock, a single sector, a single asset class, a single country or a single currency. […]

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#202. The shape of things to come

#202. The shape of things to come As, when and if the coronavirus pandemic recedes into the past, there’s a widespread assumption that we’ll see the welcome return of a ‘normality’ defined to include “growth” in the economy. The big change looking forward will, we’re assured, be the replacement of climate-harming oil, gas and coal with […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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