Tag: Investments
80/20: For Life
Part 3 of the 80/20 series. The same imbalance runs through a single life: a fifth of your time produces most of what you achieve and enjoy.
·
All That Glisters: The Gold the MPF Won’t Let You Hold
Data visuals on 10 years of HK’s MPF with narration from the great Bard.
·
The Black Swan
The central idea of the book concerns our blindness with respect to randomness, particularly large deviations.
·
- AI, Artificial Intelligence, Compute, Economics, Investing, Investments, Knowledge, Live, LLMs, Semiconductors
AI Stack Economics
Exploring the AI value stack: From compute hardware to end-users, where will the greatest value accrue in this evolving landscape?
·
Monetary policy – Interest rates, higher for longer
Decoding Inflation Drivers, Fed Pivots, and the High-Rate Reckoning Reshaping Investments
·
Investing like a professional
This is an article documenting how I plan to add structure to my investing process.
·
