- Jan 27, 2020
Ridicule Before Reverence
"But Jesus said unto them, A prophet is not without honor, but in his own country, and among his own kin, and in his own house." - The Gospel of Mark, 6:4. Have you ever come across an idea for the first time ever, and almost instantly recognized it's validity? I heard the phrase "ridicule before reverence" for the first time this week during a podcast episode, and immediately saw how it applied in many different ways, in many different eras. Peter Thiel popularized the thoug
- Jan 26, 2020
Circle of Competence Issue #96
Ridicule before Reverence, CEO's speak at Davos, KKR's Henry McVey on 2020, Jeff Gundlach on macro and the markets, Sundar Pichai in
- Jan 20, 2020
Life's Critical Path
I had, I believe, one of those rare insights into how the world works on a deeper level one morning this week during my early commute to work. It was pouring rain and at 7:20 AM, the main highway (I-40) was a parking lot. As it turned out, there was a wreck 3 miles from my house that closed 3 of the 4 lanes that morning. So, I guess queuing theory has real world implications? (See: an introduction to queuing theory - the mathematics behind waiting in line (Thoughtco)) But the
- Jan 19, 2020
Circle of Competence Issue #95
Life's critical path, Y Combinator on startup investing, Howard Marks' latest memo, Mike Marcus on speculation, Monopolies, and more
- Jan 12, 2020
Circle of Competence Issue #94
Real estate in the Raleigh-Durham area, SoftBank is imploding, 40% of public companies lose money, US shale production, geopolitical article
- Jan 5, 2020
Circle of Competence Issue #93
The 'Big Market' delusion, private equity has $1.5T in dry powder, China's debt defaults pick up, Ulta's stock surge, David