The Great Wall Street

The Great Wall Street

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A Note to Readers
Through December, I was planning 2026 for The Great Wall Street. Collaborations with other writers to bring perspectives beyond my own. New pieces I was…
 • The Great Wall Street
The Pinduoduo Paradox
Three surprises in two weeks that change how I think about PDD
 • The Great Wall Street
The Wrong Question: Is AI a Bubble?
How to Position for the Inevitable Volatility. A framework for investing in AI.
 • The Great Wall Street
A 1x EV Business With a 50% Payout. Did It Just Bottom?
The company just restarted buybacks and signaled its decline may be over—while nobody was looking.
 • The Great Wall Street
On watering the weeds and cutting the flowers
A contrarian strategy for a broken market
 • The Great Wall Street
A User Manual for the Wrong Readers
Why You Shouldn’t Read This Substack
 • The Great Wall Street

November 2025

October 2025

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