Category: Investing & Economics

Economists and Businessmen invoke Ricardo – trade should flow where it’s cheapest. But look closer, and most countries don’t play by the free trade rules they advocate.

Notes from the book Richer, Wiser Happier – on what makes a great investor – by William Green

Notes from the book by Morgan Housel on optimising risk, seizing opportunity, and living your best life

Notes from the book Poor Charlie’s Almanac which sets out Charlie Munger’s speeches.

Exploring the AI value stack: From compute hardware to end-users, where will the greatest value accrue in this evolving landscape?

Unpacking the rise and fall of 2-sided marketplaces: A look at the network effects that fueled their growth—and the challenges unraveling their value in a post-free-money era.

Takeaways from the book the Star Principle by Richard Koch in which he shares the secrets of his success – and shows how you too can identify and enrich yourself from ‘Stars’.

Deciphering Truths: Navigating Through the Maze of Inaccurate Data and Misleading Narratives.

Global debt is at an all-time high, with governments, businesses, and households all facing increasing stresses due to higher interest rates.

Decoding Inflation Drivers, Fed Pivots, and the High-Rate Reckoning Reshaping Investments

This is an article documenting how I plan to add structure to my investing process.

Macro thesis on 2022 investment landscape