Curling up next to the fire...
to read about property insurance markets, TSLA (and Tesla), and end-of-year tax considerations. What better way to spend Christmas?
Jesse Oliver Pinkston Dungan
The Newsletter Shutdown has ended!
Two months of topics? No, but we touch on the government shut down, cockroaches and private credit markets, stablecoins and Argentine beef. As always, a musical interlude! Or two!
Episode 7: Meet the new Tariffs, Same as the Old Tariffs
I apologize for mangling the classic line from “Won’t Get Fooled Again” particularly since these new tariffs are actually worse than the first set tariffs, but the title of the song was too good to pass up. Of course, when I say these new tariffs are worse, I mean
Episode 6 - Are Alts All Right?
This episode focuses primarily on one topic – and since you’ve probably read more than you want about the tax bill already – it’s not the final tax bill, but rather the push to make alternative investments available in people’s 401(K)s.[i] There are some interesting details
Bonus Episode 5.5 - Will AI Take Your Job?
Maybe, but I am not that concerned. I am more concerned about it taking all of your money.
Artificial Intelligence is a topic about which endless newsletters, articles, books, and think-pieces can be written, have been written, will be written, and are likely in the process of being written (likely
Bonus Episode 5.25 - AI on AI
This is what my Microsoft Copilot AI wanted me to write about how dangerous AI will be with respect to financial frauds and scams. Not the worst advice in the world. But definitely reads like an AI wrote it (or a corporate drone middle-manager edited it 😏). I made no changes