Monopolies with Growth: Ethereum

This report originally began as a slide deck. If you’d prefer it in that (far messier) format, here we are: There is already copious Ethereum literature out there; my work leans heavily on it. This essay is intended as a summary of existing theses and a primer on key concepts, more than a particularly novelContinue reading “Monopolies with Growth: Ethereum”

A Collective of Nopes: First Edition.

This article outlines some of the rocks we turned over and passed on, as well as a brief reason on why we passed on them. Because of the legwork required to turn over a host of rocks, we try to pass on companies as quickly as possible…

On SA and free trade (another cheeky academic-esque look).

In light of the government’s recent 30-page document titled, “Reconstruction, Growth And Transformation: Building a New, Inclusive Economy” – a lengthy treatise which essentially amounts to nationalisation and mandatory use of pension funds to prop up state-owned investments – I believe the government to be progressing steadily towards a socialist state weighed down by protectionism and isolationist policies…

Zuma, Julius and Trump: The rise of macroeconomic populism in South Africa (a cheeky academic-esque look).

In this short piece, you can expect to find an explanation of what populism is, its economic drivers and consequences, as well as its increasingly dominant role on the international stage….