corpus.blog
41554 blogs · [ { "id": "01a08797-6c4b-7031-8567-42ce2a11f092", "title": "Goodhart's Law has a Half Life and 2nd Place to America is Very Distant", "url": "https://kumarletter.com/posts/goodhart-s-law-has-a-half-life-and-2nd-place-to-america-is-very-distant", "published_at": "2026-06-10T04:06:14+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce2a827a20", "title": "Software is having its semiconductor-toolchain reverse engineering moment", "url": "https://kumarletter.com/posts/software-is-having-its-semiconductor-toolchain-reverse-engineering-moment", "published_at": "2026-05-19T03:21:54+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce2b13cfa3", "title": "My North Korea Strategy and Why the Elderly Should Live in a Major City", "url": "https://kumarletter.com/posts/my-north-korea-strategy-and-why-the-elderly-should-live-in-a-major-city", "published_at": "2026-03-24T06:06:51+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce2b827eda", "title": "American Manufacturers Pay 3x More To Finance Equipment Than Their Global Competitors", "url": "https://kumarletter.com/posts/american-manufacturers-pay-3x-more-to-finance-equipment-than-their-global-competitors", "published_at": "2026-03-11T23:26:15+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce2c3df346", "title": "Oil Storage Dynamics Shifted Civilization to Lower Frequency of Long Term Price Elevations from Geopolitical Instability", "url": "https://kumarletter.com/posts/oil-storage-dynamics-shifted-civilization-to-lower-frequency-of-long-term-price-elevations-from-geopolitical-instability", "published_at": "2026-03-09T23:56:35+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce2cd37df5", "title": "America's Deep State Wants US LNG Exports to China and Europe to Increase - A Working Thesis", "url": "https://kumarletter.com/posts/america-s-deep-state-wants-us-lng-exports-to-china-and-europe-to-increase-a-working-thesis", "published_at": "2026-03-01T05:56:20+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce2d8876c9", "title": "Powell Industries ($POWL)- a Sign of Things to Come?", "url": "https://kumarletter.com/posts/powell-industries-powl-a-sign-of-things-to-come", "published_at": "2026-02-25T17:59:21+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce2e13198a", "title": "I Was Wrong", "url": "https://kumarletter.com/posts/i-was-wrong", "published_at": "2026-02-05T04:12:56+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce2ed2b94d", "title": "Otto Van Bismarck's 1889 Legacy and Why the World Feels Out of Whack", "url": "https://kumarletter.com/posts/otto-van-bismarck-s-1889-legacy-and-why-the-world-feels-out-of-whack", "published_at": "2026-01-20T13:40:36+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce2f462c42", "title": "This Morning I Discovered a London Congestion Charge Increase from £15 to £18 Next Year, It's a Sign of What's Coming", "url": "https://kumarletter.com/posts/this-morning-i-discovered-a-london-congestion-charge-increase-from-15-to-18-next-year-it-s-a-sign-of-what-s-coming", "published_at": "2025-11-20T23:51:23+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce2fb18ed4", "title": "Some Predictions and Stuff", "url": "https://kumarletter.com/posts/some-predictions-and-stuff", "published_at": "2025-11-16T22:28:31+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce30a71972", "title": "How Appraisers, Schools, Banks, and Software Companies Are Stealing $5 Trillion from American Homeowners Through Fraudulent Property Tax Assessments", "url": "https://kumarletter.com/posts/how-appraisers-schools-banks-and-software-companies-are-stealing-5-trillion-from-american-homeowners-through-fraudulent-property-tax-assessments", "published_at": "2025-09-28T14:34:25+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce30e36a7f", "title": "Public Pension Funds Are Killing American Babies: How $5.7 Trillion in Public Money Is Destroying Housing, Birth Rates, and Future Generations", "url": "https://kumarletter.com/posts/public-pension-funds-are-killing-american-babies-how-5-7-trillion-in-public-money-is-destroying-housing-birth-rates-and-future-generations", "published_at": "2025-07-21T04:23:10+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce318a4e67", "title": "The Great American Compressed Natural Gas Vehicle Betrayal: How Bureaucracy Defeated Common Sense", "url": "https://kumarletter.com/posts/the-great-american-compressed-natural-gas-vehicle-betrayal-how-bureaucracy-defeated-common-sense", "published_at": "2025-07-12T16:47:26+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce31ff5dc6", "title": "The Stealth Nationalization of America: How 5,000+ Public Pension Funds are Quietly Seizing Control of the Economy Armed with $6T+", "url": "https://kumarletter.com/posts/the-stealth-nationalization-of-america-how-5-000-public-pension-funds-are-quietly-seizing-control-of-the-economy-armed-with-6t", "published_at": "2025-07-07T05:33:56+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce320ce5bf", "title": "The End of USDA Rural Loans via Defunding", "url": "https://kumarletter.com/posts/the-end-of-usda-rural-loans-via-defunding", "published_at": "2025-06-29T18:38:34+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce32dd10d6", "title": "Mutually Assured Refining Capacity : The Hidden Force Keeping Global Peace", "url": "https://kumarletter.com/posts/mutually-assured-refining-capacity-the-hidden-force-keeping-global-peace", "published_at": "2025-05-23T05:30:07+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce32ebd0ac", "title": "America is Too Old For War and Reshoring Manufacturing at Any Relevant Scale", "url": "https://kumarletter.com/posts/america-is-too-old-for-war-and-reshoring-manufacturing-at-any-relevant-scale", "published_at": "2025-05-02T04:22:24+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce33b449a5", "title": "Median Age Metrics Explorations", "url": "https://kumarletter.com/posts/median-age-metrics-explorations", "published_at": "2025-04-25T01:09:24+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce33cb9d92", "title": "Electric Propulsion's Dirty Secret: Why Lithium Can't Fly  (Or Float) Profitably", "url": "https://kumarletter.com/posts/electric-propulsion-s-dirty-secret-why-lithium-can-t-fly-or-float-profitably", "published_at": "2025-04-18T04:43:00+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce33db84a0", "title": "The Order of Operations Necessary to Reshore Manufacturing at Relevant Scale is Unlikely and Fail Prone", "url": "https://kumarletter.com/posts/the-order-of-operations-necessary-to-reshore-manufacturing-at-relevant-scale-is-unlikely-and-fail-prone", "published_at": "2025-04-17T02:26:48+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce34d725d6", "title": "India Moves Tectonically Forward: Informed Optimism", "url": "https://kumarletter.com/posts/india-moves-tectonically-forward-informed-optimism", "published_at": "2025-04-14T15:56:47+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce3503e34c", "title": "Stanford Montauk Trustwads - PE, Hedge Funds, and VCs - A Biased View", "url": "https://kumarletter.com/posts/stanford-montauk-trustwads-pe-hedge-funds-and-vcs-a-biased-view", "published_at": "2025-04-03T04:26:09+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce357b4156", "title": "Deel Accused of Corporate Espionage by Rippling, But There's Likely Even More Existential Issues", "url": "https://kumarletter.com/posts/deel-accused-of-corporate-espionage-by-rippling-but-there-s-likely-even-more-existential-issues", "published_at": "2025-04-02T16:44:55+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce365ae840", "title": "Accumulating $NGVC, $TRAK, and $PRTH", "url": "https://kumarletter.com/posts/accumulating-ngvc-trak-and-prth", "published_at": "2025-03-31T18:43:13+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce36c0d3ec", "title": "Anyone Telling You That Iran is Going to Shut off the Strait of Hormuz with Needless Wars is Likely Misleading You", "url": "https://kumarletter.com/posts/anyone-telling-you-that-iran-is-going-to-shut-off-the-strait-of-hormuz-with-needless-wars-is-likely-misleading-you", "published_at": "2025-03-17T03:24:43+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce3703ec12", "title": "Likely to Be Rackets - Quantum Computing and Small Modular Nuclear Power Plants", "url": "https://kumarletter.com/posts/likely-to-be-rackets-quantum-computing-and-small-modular-nuclear-power-plants", "published_at": "2025-03-06T16:13:02+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce37534eb0", "title": "Engineering a New PDU from the Ground Up", "url": "https://kumarletter.com/posts/engineering-a-new-pdu-from-the-ground-up", "published_at": "2024-07-15T00:33:50+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce37b63108", "title": "USDA Rural Loans Might Be One of The Last and Few Refuges Against A Hostile Tax Regime", "url": "https://kumarletter.com/posts/usda-rural-loans-might-be-one-of-the-last-and-few-refuges-against-a-hostile-tax-regime", "published_at": "2024-07-07T12:44:46+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce38852941", "title": "Predicting Assassination Season", "url": "https://kumarletter.com/posts/predicting-assassination-season", "published_at": "2024-06-16T16:08:51+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce38fb9355", "title": "Repairing California Without Fixing the Ballot Process is Impossible", "url": "https://kumarletter.com/posts/repairing-california-without-fixing-the-ballot-process-is-impossible", "published_at": "2024-05-20T15:11:17+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce3912596f", "title": "Commercial Office Doom Loop for Cities", "url": "https://kumarletter.com/posts/commercial-office-doom-loop-for-cities", "published_at": "2024-05-13T09:57:25+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce39796acf", "title": "Quick Thoughts After A Talk with a Moroccan Black Cab Operator", "url": "https://kumarletter.com/posts/quick-thoughts-after-a-talk-with-a-moroccan-black-cab-operator", "published_at": "2024-04-28T20:33:48+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce39d7ee05", "title": "Water Shortages, Why are They Happening at an Increasing Pace - My Ongoing Thesis", "url": "https://kumarletter.com/posts/water-shortages-why-are-they-happening-at-an-increasing-pace-my-ongoing-thesis", "published_at": "2024-04-26T15:47:11+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce3a85c83b", "title": "Why Fusion is Irrelevant and Unlikely", "url": "https://kumarletter.com/posts/why-fusion-is-irrelevant-and-unlikely", "published_at": "2024-03-24T15:18:23+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce3b61d919", "title": "Been Away for a Bit, New Posts Coming Soon", "url": "https://kumarletter.com/posts/been-away-for-a-bit-new-posts-coming-soon", "published_at": "2024-03-18T10:22:03+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce3c30b108", "title": "American Dynamism is Hype-tastic and We Won't Be Reshoring at Scale Anytime Soon", "url": "https://kumarletter.com/posts/american-dynamism-is-hype-tastic-and-we-won-t-be-reshoring-at-scale-anytime-soon", "published_at": "2024-02-12T03:43:42+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce3c4750e6", "title": "Principles of Paranoia : Engineering Insights", "url": "https://kumarletter.com/posts/principles-of-paranoia-engineering-insights", "published_at": "2024-01-25T02:52:53+00:00" }, { "id": "01a08797-6c4b-7031-8567-42ce3cc7c699", "title": "My 2019 Long Levered Natural Gas Bull Thesis ", "url": "https://kumarletter.com/posts/my-2019-long-levered-natural-gas-bull-thesis", "published_at": "2024-01-24T04:43:22+00:00" } ] posts Claim your blog
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2026

Goodhart's Law has a Half Life and 2nd Place to America is Very Distantoriginal ↗
10 Jun 2026
Software is having its semiconductor-toolchain reverse engineering momentoriginal ↗
19 May 2026
My North Korea Strategy and Why the Elderly Should Live in a Major Cityoriginal ↗
24 Mar 2026
American Manufacturers Pay 3x More To Finance Equipment Than Their Global Competitorsoriginal ↗
11 Mar 2026
Oil Storage Dynamics Shifted Civilization to Lower Frequency of Long Term Price Elevations from Geopolitical Instabilityoriginal ↗
9 Mar 2026
America's Deep State Wants US LNG Exports to China and Europe to Increase - A Working Thesisoriginal ↗
1 Mar 2026
Powell Industries ($POWL)- a Sign of Things to Come?original ↗
25 Feb 2026
I Was Wrongoriginal ↗
5 Feb 2026
Otto Van Bismarck's 1889 Legacy and Why the World Feels Out of Whackoriginal ↗
20 Jan 2026

2025

This Morning I Discovered a London Congestion Charge Increase from £15 to £18 Next Year, It's a Sign of What's Comingoriginal ↗
20 Nov 2025
Some Predictions and Stufforiginal ↗
16 Nov 2025
How Appraisers, Schools, Banks, and Software Companies Are Stealing $5 Trillion from American Homeowners Through Fraudulent Property Tax Assessmentsoriginal ↗
28 Sept 2025
Public Pension Funds Are Killing American Babies: How $5.7 Trillion in Public Money Is Destroying Housing, Birth Rates, and Future Generationsoriginal ↗
21 Jul 2025
The Great American Compressed Natural Gas Vehicle Betrayal: How Bureaucracy Defeated Common Senseoriginal ↗
12 Jul 2025
The Stealth Nationalization of America: How 5,000+ Public Pension Funds are Quietly Seizing Control of the Economy Armed with $6T+original ↗
7 Jul 2025
The End of USDA Rural Loans via Defundingoriginal ↗
29 Jun 2025
Mutually Assured Refining Capacity : The Hidden Force Keeping Global Peaceoriginal ↗
23 May 2025
America is Too Old For War and Reshoring Manufacturing at Any Relevant Scaleoriginal ↗
2 May 2025
Median Age Metrics Explorationsoriginal ↗
25 Apr 2025
Electric Propulsion's Dirty Secret: Why Lithium Can't Fly  (Or Float) Profitablyoriginal ↗
18 Apr 2025
The Order of Operations Necessary to Reshore Manufacturing at Relevant Scale is Unlikely and Fail Proneoriginal ↗
17 Apr 2025
India Moves Tectonically Forward: Informed Optimismoriginal ↗
14 Apr 2025
Stanford Montauk Trustwads - PE, Hedge Funds, and VCs - A Biased Vieworiginal ↗
3 Apr 2025
Deel Accused of Corporate Espionage by Rippling, But There's Likely Even More Existential Issuesoriginal ↗
2 Apr 2025
Accumulating $NGVC, $TRAK, and $PRTHoriginal ↗
31 Mar 2025
Anyone Telling You That Iran is Going to Shut off the Strait of Hormuz with Needless Wars is Likely Misleading Youoriginal ↗
17 Mar 2025
Likely to Be Rackets - Quantum Computing and Small Modular Nuclear Power Plantsoriginal ↗
6 Mar 2025

2024

Engineering a New PDU from the Ground Uporiginal ↗
15 Jul 2024
USDA Rural Loans Might Be One of The Last and Few Refuges Against A Hostile Tax Regimeoriginal ↗
7 Jul 2024
Predicting Assassination Seasonoriginal ↗
16 Jun 2024
Repairing California Without Fixing the Ballot Process is Impossibleoriginal ↗
20 May 2024
Commercial Office Doom Loop for Citiesoriginal ↗
13 May 2024
Quick Thoughts After A Talk with a Moroccan Black Cab Operatororiginal ↗
28 Apr 2024
Water Shortages, Why are They Happening at an Increasing Pace - My Ongoing Thesisoriginal ↗
26 Apr 2024
Why Fusion is Irrelevant and Unlikelyoriginal ↗
24 Mar 2024
Been Away for a Bit, New Posts Coming Soonoriginal ↗
18 Mar 2024
American Dynamism is Hype-tastic and We Won't Be Reshoring at Scale Anytime Soonoriginal ↗
12 Feb 2024
Principles of Paranoia : Engineering Insightsoriginal ↗
25 Jan 2024
My 2019 Long Levered Natural Gas Bull Thesis original ↗
24 Jan 2024