Did you miss me? I'm back and experimenting with sending this email out on Thursdays rather than Sundays. If you want to read this on Sunday, of course, that's fine by me.
As ever, keep emailing me at email@example.com with your opinions and requests about content, the timing of this newsletter, and everything else.
In today's newsletter: Global disintegration, the economics of Peloton and WeWork, tax deductions, convexity, a book about my family, and more. The whole thing is 1,758 words long, which should take you less than 7 minutes to read.