Posts
Retrofixation
naming negative nostalgia. exploring clarity in a world with infinite RAM
Naming the Culprit A single concept applies to bad investing, bad decision making, and bad feelings. The β¦
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markets
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Cracks in the Fishbowl
a reflection on Nietzsche, Artificial Intelligence, goldfish, and new Gods
βGod is dead. God remains dead. And we have killed him. How shall we comfort ourselves, the murderers of β¦
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Week 2 - Decline and Fall
Ideas expressing weakness in US equities relative to ROW this week
Last Week Last weekβs performance was +1.25%, unlevered had you traded this blog post on the open Monday and held β¦
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Tokyo Swerve- Careful What You Wish For
extreme FX and interest rate volatility paints a picture of 2 very different worlds. which shall we step into?
Letβs start with a question. If Japan has rock bottom risk-free β¦
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Postulates on Useful Financial Speech
Previously I wrote about the evolution of media and how it ends in a poorly defined digital Colosseum. Here I write in detail about how/ why that Colosseum will entail the creation β¦
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Stepping into Phase Seven
one last musing before the descent into the digital colosseum
Digital assets and the political media have wrapped around each other, a double helix of increasingly epic β¦
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Discussion on the Study of Asset Price Movement
A 35 point summary of how I define speculation, its 6 core components and thoughts around implementation
Investors are not traders. Investors focus on the capital return potential β¦
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The Absurdity Supercycle- Being Early After the End of History
reflections on recent price action, ARK investments, Palantir, and crypto
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The Nigeria Template
migration crises lead to populism lead to asset confiscation leads to crypto going up
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Common Stocks and Uncommon Profits
Common Stocks and Uncommon Profits gets frequently recommended to me by top performing equity managers. Itβs 15 rules for evaluating growth stocks. I read it and summarized it. β¦