Dear Fellow Armchair Industrial Strategists, Feeling old? Me too. Here’s consolation. You understand market cyclicality if […]
Author: raboulafia
July 2005 Letter
Dear Fellow Crypto-Anti-Xenophobes, Dislike Foreigners? Sadly, you’re not alone. Many people hate outsiders. Many outsiders hate […]
June 2005 Letter
Dear Fellow Nostalgicians, Launching a plane today is tough. You have to carefully explain your business case […]
May 2005 Letter
Dear Fellow Rememberers Of Things Past, Six AM, Plainview, Long Island, New York. I wake with […]
April 2005 Letter
Dear Fellow CEOs-In-Training, Sex. Harrry Stonecipher. Didn’t think I’d ever write those words together in the […]
March 2005 Letter
Dear Fellow Well-Intentioned Globalists, What makes analysts happy? Two dots. You can connect them and point to […]
February 2005 Letter
Dear Fellow Long-Distance Travelers, In travel, it’s the little things you notice. Example. In Indian airports, toilet paper is stamped “Airport.” That’s a […]
January 2005 Letter
Dear Fellow Fragmented Route Travelers, Onceuponatime, my mother told me a great story. A beggar visited […]
December 2004 Letter
Dear Fellow Scandal Watchers, There are few greater guilty pleasures in life than reading other people’s […]
November 2004 Letter
Dear Fellow Trade War Spectators, Talk about obligation. I wish I could write this letter about anything […]