“If a man empties his purse into his head, no man can take it away from him. An investment in knowledge always pays the best interest.” - Ben Franklin

Seeking Truth

If I told you what I believed to be Truth, would you believe me? It depends. Do your religious beliefs align with mine? How about your...

May 31, 2020

Truth in the age of mass opinion, Howard Marks' memo, credit default swap auctions, the rise of TikTok, Beijing moves in on Hong Kong, a

May 30, 2020

Industry primers, Howard Marks on the dollar, 1918 influenza pandemic, Ray Dalio on big cycles over the past 500 years, solar's cheap fu

May 23, 2020

I've been reading and thinking about the debate between two camps recently: the larger camp who believes that (hyper)inflation is...

May 17, 2020

The cases for inflation vs. deflation, commodity markets and COVID-19, decline of higher education model, Peter Zeihan on geopolitics, mindf

May 16, 2020

Ray Dalio on the changing world order, Berkshire Hathaway's Annual Meeting, Private Equity's Minsky moment, Josh Kopelman on the see

May 9, 2020

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