This is my intermittent attempt at getting my thoughts down in words. One thing that seems clear to me is that being able to write well, helps you to think well.
Here is my writing. I have made it public to keep me honest. It’s amazing that I can write something and once I’m about to post it, I question whether I even believe it. I hope it makes me careful as to how my logic forms and also provides a forum for feedback. I’m happy to hear where I’m wrong or what I have missed. I’m learning. Thanks for reading.
‘The most certain way to hide from others the limits of our knowledge is not to go beyond them’ LEOPARDI, Pensieri, 1834-7
Landing the airliner
By not starting the next thing before you have truly finished the prior thing, you can see the world with fresh, unencumbered eyes.
Fund liquidity flaws
Managers have been forced towards more and more liquidity but it ultimately effects the ability to provide superior performance.
Why bitcoin is a thing
How I see bitcoin through the Yuval Noah Harari lens of shared myths.
The Great Inflation
The death of a currency and the real impacts on human lives and interactions.
Compounding Returns
Compound interest is the eighth wonder of the world.
Energy and returns
How does energy relate to investment returns? Substantially.
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