Tag: Investing

The central idea of the book concerns our blindness with respect to randomness, particularly large deviations.

An outline of Micky Malka’s Three Grid Concept, with implications and visuals

Notes from the book The Anthology of Balaji, by Eric Jorgenson

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

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

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’.

Thoughts on how to navigate the future with the Tech vs. Global Shift model: Embrace accelerating technology (Vertical Progress) while adapting to deglobalization (Horizontal Regression) to unlock growth opportunities.

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

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

Key notes from the book, the Psychology of Money by Morgan Housel.

Analysis of the background and what investors missed.

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