Stay curious my friends.

"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

Ridicule before Reverence, CEO's speak at Davos, KKR's Henry McVey on 2020, Jeff Gundlach on macro and the markets, Sundar Pichai in

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

Life's critical path, Y Combinator on startup investing, Howard Marks' latest memo, Mike Marcus on speculation, Monopolies, and more

Real estate in the Raleigh-Durham area, SoftBank is imploding, 40% of public companies lose money, US shale production, geopolitical article

The 'Big Market' delusion, private equity has $1.5T in dry powder, China's debt defaults pick up, Ulta's stock surge, David