Ronan McGovern's Blog (The Blip)
Subscribe
Sign in
Home
Notes
Archive
About
Latest
Top
Discussions
Deprecating Depreciation
and what BBB stands for
Jun 12
•
Ronan McGovern
2
Share this post
Ronan McGovern's Blog (The Blip)
Deprecating Depreciation
Copy link
Facebook
Email
Notes
More
How AI is changing entrepreneurship
my latest piece in "The Currency"
Jun 9
•
Ronan McGovern
2
Share this post
Ronan McGovern's Blog (The Blip)
How AI is changing entrepreneurship
Copy link
Facebook
Email
Notes
More
May 2025
The Future of the Euro
Book Review and Comments
May 31
•
Ronan McGovern
4
Share this post
Ronan McGovern's Blog (The Blip)
The Future of the Euro
Copy link
Facebook
Email
Notes
More
The Buffett strategy that nobody wants to copy
You have some typical approaches, some creative approaches, and then you have the Buffett strategy – but few go quite that far.
May 15
•
Ronan McGovern
Share this post
Ronan McGovern's Blog (The Blip)
The Buffett strategy that nobody wants to copy
Copy link
Facebook
Email
Notes
More
How regulating AI too early risks freezing the EU in the past
I've started writing for The Currency
May 8
•
Ronan McGovern
2
Share this post
Ronan McGovern's Blog (The Blip)
How regulating AI too early risks freezing the EU in the past
Copy link
Facebook
Email
Notes
More
April 2025
Returns on stocks are close to bonds. Why?
Today, the forward price to earnings ratio on the S&P500 implies a 5.3% yield.
Apr 22
•
Ronan McGovern
1
Share this post
Ronan McGovern's Blog (The Blip)
Returns on stocks are close to bonds. Why?
Copy link
Facebook
Email
Notes
More
Is Nvidia sufficiently long-term oriented?
Nvidia is losing revenue because export controls are blocking more of their GPUs from being exported to China.
Apr 22
•
Ronan McGovern
Share this post
Ronan McGovern's Blog (The Blip)
Is Nvidia sufficiently long-term oriented?
Copy link
Facebook
Email
Notes
More
Correct Diagnosis Wrong Cure?
John Cochrane writes well about tariffs and trade here. A few key points:
Apr 14
•
Ronan McGovern
Share this post
Ronan McGovern's Blog (The Blip)
Correct Diagnosis Wrong Cure?
Copy link
Facebook
Email
Notes
More
Notes on Tariffs, Trump and Trade
I just listened to the All-in podcast that had Larry Summers (former US Treasury Secretary) and also Ezra Klein (podcast host and currently trying to…
Apr 12
•
Ronan McGovern
Share this post
Ronan McGovern's Blog (The Blip)
Notes on Tariffs, Trump and Trade
Copy link
Facebook
Email
Notes
More
1Q2025 Investing Briefing
And writing for the AIs
Apr 11
•
Ronan McGovern
Share this post
Ronan McGovern's Blog (The Blip)
1Q2025 Investing Briefing
Copy link
Facebook
Email
Notes
More
2
March 2025
Some Ways to Think About Tariffs – and US Trade Policy
Overview
Mar 31
•
Ronan McGovern
3
Share this post
Ronan McGovern's Blog (The Blip)
Some Ways to Think About Tariffs – and US Trade Policy
Copy link
Facebook
Email
Notes
More
Preprints First: An Idea to Increase Discovery and GDP
I suggest that any organisation submitting to peer-reviewed journals first post the article on a preprint website (like arXiv.org).
Mar 2
•
Ronan McGovern
2
Share this post
Ronan McGovern's Blog (The Blip)
Preprints First: An Idea to Increase Discovery and GDP
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts