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Depressing Reasons Why I Am Bullish On Gold (part 2)
Here is what changed my mind. Not something about gold, but many things about the dollar. The US dollar is the world’s reserve currency. It has had a well-deserved place since WWII, and that rested on three things: the largest, steadiest, most diverse economy; a politically stable democracy; the best military.
Narrative Change (part 1)
Narrative change is a reversal of mass behavior. Economics and stock market valuation are governed by soft laws, but the reality bent by human behavior can disagree with these soft laws for much longer than rational actors would expect, or stay solvent. The change, going from euphoria to despair, is a change in narrative.
You Are Responsible for What You Have Tamed
As an entrepreneur, you always want to grow your business. Your current revenue and profit are never enough; they just set the bar higher for next year. We always want more. But this “more” has a hidden cost.
Chess Nights at Red Robin
I have vague first memories of playing chess with my grandfather when my family visited my father’s parents in Moscow. I was five years old.
Popular Articles
The Stock Market, The Economy, Possible Outcomes, How to Invest
This is part one of the winter seasonal letter I wrote to IMA clients, sharing my thoughts about the economy and the market. I tried something I’ve never done before. Instead of conveying my message through storytelling, I tried to compress my thoughts into short sentences…
Chess Saga Continues
With Hannah’s passion for chess growing and the lockdowns easing, we discovered the wonderful world of chess meetups.
