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Archive of entries posted on November 2026

We’ve been here before. I remain (supremely?) optimistic. Good reading. Travel tips. Be thankful you don’t live in Malibu

We’ve been here before. Last time it was tariffs. And we recovered. We will again. This time it’s AI excesses. We’re spending too much. Capital investment is too high. AI income is too slow. And nobody wants a data center in their backyard. Many many years ago, as I was leaving Australia for business school […]