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The Black Swan
The central idea of the book concerns our blindness with respect to randomness, particularly large deviations.
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Richer, Wiser, Happier
About This Article: Like other entries in my Notes from the Book series, I wrote this primarily for myself. These notes serve as an online journal, where writing helps me learn and publishing sharpens my thoughts while creating an accessible reference. Expect longer quotations, drawn directly from my Kindle highlights, as I aim to capture…
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AI Stack Economics
Introduction – The Layers of AI The most important and exciting investment question right now is: ‘which parts of the AI stack will accrue the most value?’ To date, this has involved a lot of guess-work, but as the applications and limitations of AI become clearer, we’re moving from guessing to having an informed view…
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The Star Principle & making better investment decisions
About This Article: Like other entries in my Notes from the Book series, I wrote this primarily for myself. These notes serve as an online journal, where writing helps me learn and publishing sharpens my thoughts while creating an accessible reference. Expect longer quotations, drawn directly from my Kindle highlights, as I aim to capture key insights.…
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The Future of Progress
The two biggest drivers of wealth and value creation in our lifetimes have been technology and globalisation. One of these is accelerating and the other is reversing. Anyone investing in or running businesses – especially global businesses – needs to form a view of what this means. This is my attempt. The history of progress…
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Principles for dealing with the changing world order
About This Article: Like other entries in my Notes from the Book series, I wrote this primarily for myself. These notes serve as an online journal, where writing helps me learn and publishing sharpens my thoughts while creating an accessible reference. Expect longer quotations, drawn directly from my Kindle highlights, as I aim to capture key insights.…
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Monetary policy – Interest rates, higher for longer
“What are the factors that gave rise to investors’ success over the last 40 years? We saw major contributions from (a) the economic growth and preeminence of the U.S.; (b) the incredible performance of our greatest companies; (c) gains in technology, productivity and management techniques; and (d) the benefits of globalization. However, I’d be surprised if…
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Investing like a professional
This is an article documenting how I plan to add structure to my investing process.
