Headline economics and its recursive logic

Prices can revert to the mean. Capital allocations often can't.

Feb 28 • Tina He

30

5

January 2026

Twenty-five percent without thinking

We are using a supercomputer just to confirm that Paris is in France.⁠

Jan 24 • Tina He

152

25

2026 Open Inquiries

Each year, I pose a set of questions rather than predictions.

Jan 2 • Tina He

41

6

December 2025

Pre, Mid, Post-Training Way of Life

Clarity has very little to do with the engine of the intellect.

Dec 26, 2025 • Tina He

66

15

August 2025

The only real buyer of a company is itself

The only real buyer of a company's stock is the company itself. Everyone else is just passing through.

Aug 31, 2025 • Tina He

20

3

Tao and the art of investing in modern China

If you can’t practice it, that means you don’t understand it.

Aug 24, 2025 • Tina He

25

2

July 2025

Confessions of Mrs.Brown

What good are all the objects in the universe if there is no subject?

Jul 13, 2025 • Tina He

25

7

June 2025

The Illusions of Barbell Theory

The middle isn’t dead; it’s just harder to see beneath the glare of extreme outcomes.

Jun 29, 2025 • Tina He

45

8

Returning to Pace

Pace is built for the sliver of time after impossible and before obvious.

Jun 24, 2025 • Tina He

29

Preserving Sacredness

The worst fraud isn’t even the loss of capital, but the betrayal of faith.

Jun 22, 2025 • Tina He

39

5

The Art of Understanding What's Going On

The survivors will be those who've meticulously deciphered the underlying mechanics, exploiting subtler truths while others chased fleeting illusions.

Jun 15, 2025 • Tina He

137

28

The Spectacle of “Building”

What’s really at stake is not some tired “hard tech versus soft tech” or “state versus market” dichotomy, but the way both systems turn collective…

Jun 7, 2025 • Tina He

30

8