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Mark Atherley的更多文章

  • Something or someone has to give
    2023年5月23日

    Something or someone has to give

    First off, let's start with an apology. It's been a hectic time.

    2 条评论
  • Uncle Sam Defaults, and PtL (and Jerry Springer)
    2023年4月30日

    Uncle Sam Defaults, and PtL (and Jerry Springer)

    An exciting week for Ancieo. James Richardson spent a chunk of it at Revolution.

    4 条评论
  • China, American Pensions and SAF
    2023年4月20日

    China, American Pensions and SAF

    China, American Pensions and SAF Welcome to Position Report 2.0 As we said last week, a position report tells everyone…

    1 条评论
  • Why we're bullish on India
    2023年1月9日

    Why we're bullish on India

    I've copied the link here for this week's Ancieo Newsletter on India. And it's here in long form.

  • Learning and moving house
    2022年12月14日

    Learning and moving house

    Every new company goes through phases of evolution. At Ancieo, our first year of operations has been an education.

  • Deal flow in an age of doubt
    2022年12月5日

    Deal flow in an age of doubt

    At Ancieo, we're in the business of helping people build stuff. Through our growing network of investors and…

  • Hydrogen investments
    2022年12月1日

    Hydrogen investments

    Revolution or Evolution? We write these papers to help our members conduct their own research. We combine them with…

    1 条评论
  • We get the politicians we deserve
    2022年10月20日

    We get the politicians we deserve

    Thomas Jefferson, George Bernard Shaw and Joseph De Maistre all make the same point. (Paraphrased and blended) "We get…

    6 条评论
  • Inflation, interest rates, growth and aerospace
    2022年10月13日

    Inflation, interest rates, growth and aerospace

    Inflation, interest rates, growth and aerospace Executive Summary We write these papers to help our clients conduct…

  • Herding Cats
    2022年8月5日

    Herding Cats

    "Little one, I would like to see any one prophet, king, or god persuade a thousand cats to do anything at the same…