Investing · Sep 30, 2026

George Noble calls it the most dangerous deal of his 45-year career. I read him regularly and I think he is wrong here. The evidence rests on a document nobody can open, and what can be checked cuts both ways.

Investing · Dec 31, 2025

Regulation is the easy answer. The real gap between Europe and the U.S. on innovation is cultural — risk aversion, stigma around failure, and the capital that follows.

Investing · Oct 19, 2025

Warren Buffett reminds us that most investing mistakes are behavioral, not technical. The winners stay simple, disciplined, and patient.

Investing · Sep 19, 2013

One could write an encyclopedia with the good reasons why it's stupid to start-up a company in Italy.