HeyJaredPolemic Paine
City veteran, investor, trader and lover of wild places. Fascinated by behavioural biases. On twitter as @PolemicTMM
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 25, 2026
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- Earliest in this view
- Aug 18, 2026
Latest issues
The Ownership Tranche (opens the original)
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The last piece I wrote, The Efficiency Uniform, looked at the boundary between efficiency and individuality, part of which toyed with the idea of a community clothing store where you take a jacket off a shared rail, wear it and hand it back when you’re done and why it doesn’t happen. But it has since dawned on me that we already have one. It’s called Vinted. Buy a tired waxed Barbour on there for forty quid, wear it through a wet winter and flog it in March for twenty-five and you’ll no doubt te
The Efficiency Uniform (opens the original)
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Autonomous cars and the car park. This whole piece started with the idea that once a car can drive itself properly, parking could become redundant. You arrive in the centre of town, or at a station and instead of paying twenty pounds to leave several tonnes of machinery sitting motionless in a concrete building all afternoon, you tell it to go away. The thoughts then developed. It could drive back home or it could find somewhere cheaper. Or it could simply cruise around to pick you up later. It
The Rustle in the AI Bush (opens the original)
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Dumfries House and a Message in the SandDumfries House, Ayrshire. King Charles III convenes the leaders of Nvidia, Google DeepMind, OpenAI and Anthropic on his own estate and calls the pace of AI development, in his words, “intriguing and deeply concerning in equal measure.” He goes on to warn that the technology could grow capable enough to end a life and that anyone who cares about humanity’s moral centre is waiting for reassurance that we hold onto who we are.That’s quite a lot to put on a ma
Turkey’s turkeys (opens the original)
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My background slow burn holdings in Turkish equities have taken a beating over the last couple of days. Not for reasons that ran against the thesis to buy them in the first place, but for reasons as old as the hills - liquidity, leverage and manipulation.The BIST 100 has fallen again on the open but has stabilised but that was after a fall of more than 5 per cent on Wednesday, on top of another heavy fall the day before. At one point the losses passed 6 per cent and the circuit breaker stepped i
The Revelation of the Four Tendencies (Part Two) (opens the original)
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The Revelation of the Four Tendencies (Part One) covered the family, the trading floor and the institution, all built on the same four characters from Gretchen Rubin’s The Four Tendencies. The Upholder wants to know the rules. The Questioner wants a reason before doing anything. The Rebel resists being told what to do at all. The Obliger does what’s asked of them, right up until the resentment of doing it finally catches up.The discovery underneath the family, the desk and the institution alike
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