Mike
banner
caseyjr.org
Mike
@caseyjr.org
Books, markets, planetary health. Occasionally coding projects.
January 23, 2026 at 9:58 PM
Stop living within a lie

Canadian PM Mark Carney's address to the WEF is excellent. (text below) He delivers truth about the state of the world, the failures of the United States, the need for middle powers to take action, and much else besides. I agree with him. Here's another lie that Americans…
Stop living within a lie
Canadian PM Mark Carney's address to the WEF is excellent. (text below) He delivers truth about the state of the world, the failures of the United States, the need for middle powers to take action, and much else besides. I agree with him. Here's another lie that Americans should stop living within: that the Trump Administration is legitimate. “Principled and pragmatic: Canada’s path” Prime Minister Carney addresses the World Economic Forum Annual Meeting…
caseyjr.org
January 20, 2026 at 8:52 PM
Reposted by Mike
The Norwegian letter should make it clear to everyone on the planet that the US President has the mindset of a spoiled toddler. What is interesting is why, with the exception of precious metals traders, no one else in the financial markets seems to care much
January 19, 2026 at 2:22 PM
January 17, 2026 at 5:38 PM
Of all the charts in @nathanielbullard.com's deck, this one hit hardest

I was melting on the Victoria line last June/July - believe it runs hotter than Central
January 16, 2026 at 5:21 PM
Reposted by Mike
David Webb made such difference to Hong Kong and Asian business as a corporate governance activist. A unique figure who showed individuals can make a difference. The FT obit here www.ft.com/content/71bf...
Hong Kong activist investor David Webb dies
Champion for corporate governance reform campaigned to improve transparency in financial hub’s markets
www.ft.com
January 14, 2026 at 7:13 AM
January 13, 2026 at 2:05 PM
Candide and the Modernity Machine

I’ve been reading Voltaire’s Candide for Venkat Rao’s Contraptions Book Club. The theme for the year is to trace the origins of the ‘Divergence Machine’—the idea that our current era is characterized by proliferating, mutually retreating varieties of life rather…
Candide and the Modernity Machine
I’ve been reading Voltaire’s Candide for Venkat Rao’s Contraptions Book Club. The theme for the year is to trace the origins of the ‘Divergence Machine’—the idea that our current era is characterized by proliferating, mutually retreating varieties of life rather than ‘convergent canonicity.’ (I must confess I am still wrapping my head around the taxonomy.) The question posed: is…
caseyjr.org
January 11, 2026 at 10:18 PM
Lawlessness

The Trump Administration’s actions in Venezuela overnight are a clear violation of international law, and a distillation of the era we now live in: the age of lawlessness.
Lawlessness
The Trump Administration’s actions in Venezuela overnight are a clear violation of international law, and a distillation of the era we now live in: the age of lawlessness.
caseyjr.org
January 3, 2026 at 6:36 PM
AI & the extractive era

I recently finished Anil Ananthaswamy’s Why Machines Learn: The Elegant Math Behind Modern AI. Would I recommend it? Depends on you, tbh, and how deep down the rabbit hole you wish to go. If you’re keen to learn, Ananthaswamy is an excellent teacher. That said, after…
AI & the extractive era
I recently finished Anil Ananthaswamy’s Why Machines Learn: The Elegant Math Behind Modern AI. Would I recommend it? Depends on you, tbh, and how deep down the rabbit hole you wish to go. If you’re keen to learn, Ananthaswamy is an excellent teacher. That said, after enduring hundreds of pages of math lessons and working through equations, this line—
caseyjr.org
December 30, 2025 at 3:31 AM
Where my head is
Visit the post for more.
caseyjr.org
December 29, 2025 at 12:05 AM
December 26, 2025 at 11:40 PM
My favorite books of the year

caseyjr.org/2025/12/26/f...
December 26, 2025 at 6:48 PM
Browsing the internet in 2025 without a Pi-hole (left) is unreal

Super easy to set up; highly recommend it
December 23, 2025 at 4:04 PM
The egg nog beckons
December 20, 2025 at 1:27 AM
Will open source pop the AI bubble?

bits.caseyjr.org/will-open-so...
December 19, 2025 at 12:53 AM
'If you had to pick a single text to sum up the last few decades in political economy, it would be ‘for he that hath, to him shall be given.’ If I had to bet, it would be on the continuation of that trend.'

🎯
caseyjr.org Mike @caseyjr.org · Dec 17
'This was the point at which everything blew up. The value of the world’s top ten companies is $25.6 trillion. Of that, $15.1 trillion has accumulated since 30 November 2022 and is directly linked to the AI boom.'

www.lrb.co.uk/the-paper/v4...
John Lanchester · King of Cannibal Island: Will the AI bubble burst?
Nvidia shares are the purest bet you can make on the impact of AI. The leading firms are lending money to one another in...
www.lrb.co.uk
December 17, 2025 at 4:44 PM
'This was the point at which everything blew up. The value of the world’s top ten companies is $25.6 trillion. Of that, $15.1 trillion has accumulated since 30 November 2022 and is directly linked to the AI boom.'

www.lrb.co.uk/the-paper/v4...
John Lanchester · King of Cannibal Island: Will the AI bubble burst?
Nvidia shares are the purest bet you can make on the impact of AI. The leading firms are lending money to one another in...
www.lrb.co.uk
December 17, 2025 at 4:40 PM
Have been enjoying a return to RSS feeds

Very cool tool that I've been giving a whirl of late is Alcove (alcove.tools)

More about it here: stevedylan.dev/posts/introd...
Alcove
A privacy focused RSS reader for the open web
alcove.tools
December 14, 2025 at 12:57 AM