Stay curious my friends.

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...

Circle of Competence Issue #112

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

Circle of Competence Issue #111

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

Inflation or Deflation?

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

Circle of Competence Issue #110

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

Circle of Competence Issue #109

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

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