Month: January 2026

We now have a most interesting constellation now. About three weeks ago I commented on the likely implications or developments following the Venezuela intervention and the likely implications and knock on effects on the shadow fleet and the second order implications for Iran, China and Russia and broader implications for geopolitical postures of both the…

Let me share an anecdote, or something, how one “could” have made some money off some information or a reasoning trace a while back. Simply, by applying logical reasoning on the backs of a “reasoning” trace that seemed plausible as a narrative. This also serves to highlight the importance of all of this and this…

I wanted to start this chain of thought with a “cute” illustration of a use of generative AI for image creation. It will not be long and one can “share” one’s own personalized life story as full length feature short-series to be marketed as digital assets. That is one way that AI can lead us…

I just wanted to cover this here as I have been thinking about this for a good part of the past two years and with the work on causal claims in economics, I am quite certain that we will see this in the data, in particular, empirical data in economics. That is: we have seen…

I wanted to add a brief explainer on this post that may be perceived to be cryptic. It follows a chain of posts. The first time I was working on shadow fleets was in 2011/2012, at the time the Iran sanctions were constraining Irans crude oil export and the country resorted to an age old…

One of the most shocking things somebody that is very “successful” in life on some metrics was the following: I really hope none of my kids are stupid. I found this insanely irritating and shocking in so many ways. It spoke of the parental anxiety and fear that suggests that lives of children with less…

I wanted to share a new project or experiment, or, in the least, lets call it a method to explain AI to folks. I am working on that I broadly call and is broadly linked to the idea of human embeddings — I had mentally deposited that idea on my social media ledger and discussed…