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Asymmetrical War, Asymmetrical Victory
America can keep this asymmetrical wheel spinning much longer than Tehran can. Practically, maybe not.
Jun 123 min read


The Company that Breaks First
Uncertainty is uncomfortable for most people, but for people who rode to the top on a spreadsheet, the discomfort is neurotic.
Jun 33 min read


Second Order Thinking in a First Order World
Second-order thinking is uncomfortable. It forces you to confront tradeoffs your team would rather ignore, but the markets won’t.
May 273 min read


Four Bad Options in Iran
From the Department of Unintended Consequences The possible endgames in Iran are starting to look like a Waffle House menu at 3am: Everything will probably give you heartburn, but booze and hunger make people optimistic. The administration is now using phrases like “degrade capability,” “strategic reset,” and “regional stabilization” for the same reason that CEOs do – use enough syllables and it’s less obvious that you’re pin-wheeling. The assumption is that if sufficient pre
May 214 min read


How to Find Early Adopters and Eccentrics
Don't innovate for average, innovate for typical, and typical is a little weird.
May 203 min read


The Psychology of Miscalculation
Chances of miscalculation at the US China Summit are high... and personal.
May 133 min read


WHAT BENGHAZI TAUGHT ME ABOUT FRAGILE SYSTEMS
Lose the Shock-Absorbers at Your Own Peril A few weeks after the attack on the US mission compound that killed US Ambassador Christopher Stevens, I was on a Turkish Air flight into Benghazi. “Qaddafi was a good ruler at first…” the doctor – a Libyan practicing in Ireland – told me, “…and the monarchy was corrupt and inefficient.” He was coming home for his brother’s funeral and thought the situation stable enough to bring his son, a restless lad of six or seven. The trouble,
May 114 min read


Slow is Smooth, Smooth is Fast
Slow is Smooth, Smooth is Fast may help you outwit a cyber-verse of instant answers and everyone using them.
May 63 min read


Fake News and Real Markets
If you want to look smart, be a pessimist; if you want to be rich, be an optimist.
May 13 min read
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