Illiquid Assets

The Zero-Tax Mirage

Why Bezos's Populist Fantasy is a Math Nightmare

May 21 • Dave Miller

4

Monetary Policy Can’t Ship Oil

Why hiking interest rates into a geopolitical fuel shock would be the ultimate central banking policy error.

May 20 • Dave Miller

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April 2026

The Fuel Surcharge That Never Fades

Examining how oil shocks and “sticky” corporate margins create permanent cost shifts for small businesses.

Apr 13 • Dave Miller

3

Main Steet HALO Businesses

Why many main street businesses already have the secret sauce to thrive in the AI era.

Apr 7 • Dave Miller

3

March 2026

Silver Linings in the Smoke

Losing your house shows you who your friends are. Thankfully, we have a lot of them.

Mar 30 • Dave Miller

7

Unfiltered Ownership #1

Real stories of what running a brewery is like

Mar 24 • Dave Miller

3

The Fed is Performing Acupuncture with a Pitchfork

Relief and pain are neighbors in this economy—where a cut could save a job but reignite the very fire that burned the consumer in the first place.

Mar 19 • Dave Miller

2

The Great Social Snap-Back

What if AI pushback gives us the opposite of social atrophy?

Mar 17 • Dave Miller

6

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Nightmares Are Dreams, Too.

The 20% of Entrepreneurship Nobody Talks About

Mar 11 • Dave Miller

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February 2026

The Great Social Atrophy

How the Confluence of the AI Workplace, Remote Everything, and Social Decline Will Kill the Happy Hour

Feb 26 • Dave Miller

4

The Art of the Fumble

It's okay to not know what the hell you are doing.

Feb 21 • Dave Miller

5

2

The Experience Treadmill

When successful events disrupt the the operation

Feb 15 • Dave Miller

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