The Long Game ♟️

The Long Game ♟️

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The AI Squeeze: Rethinking Our Moats in the Era of Infinite Output
How the death of the human capital advantage is forcing investors to rewrite the rules of margin durability.
 • The Long Game ♟️
The Silent Liquidity Drain: Why the Market’s Foundation is Cracking (And How the Smart Money is Positioning)
The mainstream media is celebrating a soft landing, but the underlying arithmetic of sovereign debt tells a much darker story.
 • The Long Game ♟️
The Personal Investment Policy Statement: A Constitution for Intergenerational Wealth Preservation
Week 5: The Governance Gap in Private Wealth
 • The Long Game ♟️
Why the Market is Wrong About Meta (Again)
Welcome to The Long Game ♟️, a newsletter about long-term investing and money matters.
 • The Long Game ♟️
“Game Over” Is Not a Taunt. It’s a Systems Diagnosis.
A useful way to interpret the recent “Game Over” reactions from seasoned Western investors is to treat them less like drama and more like a forensic…
 • The Long Game ♟️

The Long Game ♟️

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