Abundance Theory - Abundance Theory (Page 2)

Politics

in Memoriam: Lindsey Graham

Senator Graham was an American original. pic.twitter.com/IalPNHA55a
— Senate Republicans (@SenateGOP) July 13, 2026

This is speculative but folks like Lindsey who experience hardship early in life, learn just how malleable reality is at a young age. The universe is indifferent and you might be called upon to serve at an atypical or a highly inconvenient moment. Heading that call is the rite of passage, your chance to build character. Much like Nixon, Lindsey found Conservatism as an eager man and never looked back. Always looking ahead and trying to make things happen.

Understanding what could be is

Tech

Chips: the contemporary oil of accelerated productivity growth

SK Hynix debuting today on the Nasdaq. The first thing that comes to mind for me was Micron’s gross margin expansion as reported in its most recent quarterly earnings: from 75% to 85%. I have a feeling a lot of folks still need to fundamentally adapt their mental model on compute. Most of us still reason CPU style but the future is GPU and HBM and pushing the boundaries on running them hot if you will. Not enough people realize that they’ll have to get used to the sound of the fan working on the max setting around

Politics

Richard Nixon's timeless words on America's 250th birthday: look to the future

Happy 4th of July America! On this symbolic day marking the Union’s 250th Birthday, I thought I’d share a presidential speech that befits the zeitgeist.

Richard Nixon’s 1972 ‘Look to the Future’ feels poignantly timely. He speaks of abundance, agency, self-dependence, spiritual values and moral clarity. It’s a speech that feels poignant about the future because it’s cognizant of the past and what makes America a special place. You will recognize its spirit in the vision and policies of President Trump. Here’s to far more than another 250 years of intellectual rigor and

Culture Notes

Album impression: Florescence - Maisie Peters

Maisie Peters and the Indie School of Pop. It’s probably Taylor’s influence that an increasing number of young female artists are spending their formative years exploring indie. It’s where you learn to do a lot with a little. Pay your dues honing the essentials. Maisie does that well. It reminds me of that early 2010s indie sound. That Maine - Quebec or that Washington State - BC roadtrip sound. The production does a fine job of exploring melodics. Indie has a phonetic nature, the music and lyrics are meant to blend in the forest fog. Florescence, let a thousand

Culture Notes

Amiri Spring 2027

O have thou come to find me zeitgeist? The house that reimaginedhe 80s before it was fashionable is not self-congratulatory this season as multiple houses have rediscovered the 80s. It sets its sight ahead and simultaneously farther back by reimagining the 70s: wide collars, that typical 70s cut for the pants and the prints of that era.

The contemporary prism is color compression. Discipline in the palette. The result is an interesting level of dense dimensionality. Sculptural almost. Sophisticated power dressing. It also extends to experimentation in leather that results in some very sophisticated and eye catching results in

Business

The opportunity cost of inflation in a productivity growth cycle

I heard an interesting take from BNY’s Alicia Levine who underwrote my omission thesis (in this era missing out is far more costly than misinvesting) and pointed out the other side of the coin: inflation.

This is a very interesting and nuanced debate and as someone who continues to argue for supply side driven policy, it’s important to address this point. Supply side windows to leverage a paradigm shift open up occasionally. There’s indeed an inflation cost in the medium to long term if you lean into them to avoid the error of omission. This however is

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