Category: Essays
Collection of my past writing.
Principles for dealing with the changing world order
Dalio’s Cycles: Understanding the Ebb and Flow of Empires, Debt, and Geopolitics and where we are in these cycles and what this means for the future
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Monetary policy – Interest rates, higher for longer
Decoding Inflation Drivers, Fed Pivots, and the High-Rate Reckoning Reshaping Investments
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Reasons to be cheerful – Crypto edition
Reasons to Be Cheerful despite the bear market in Crypto: Emerging Innovations in DeSo, PBDAs, Web3 Gaming, Big Tech Adoption, and NFTs Signal the Start of a New Cycle
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Investing like a professional
This is an article documenting how I plan to add structure to my investing process.
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Axie Infinity – Investment Analysis
Write-up on Axie Infinity, currently the world’s biggest P2E game. Written from an investment perspective.
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Classic images which inspire me
A collection of classic images which influence my photography and inspire me to take photographs
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COVID19 – Winners & Losers?
As the COVID-19 situation started to look ominous and the quantity of news on the topic reached overwhelming levels, I decided to mind-map thoughts on implications across each industry, and sub-sector. I then tried to link the sectors to large/prominent listed companies, so one could (seek to) quantitively track these ‘predictions’.
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