WM 8 September 2023

Quotes

"He who has a why to live by can bear any how" F Nietzsche

"In every real man a child is hidden that wants to play"

"To live is to suffer. To survive is to find some meaning in the suffering".

Lessons & Thoughts

Federer or MJ are saying the same thing about their mindsets. They are all focusing on turning the negative into a positive, Everything is positive to them. They only focus on good intentions.

Economy = the study of lack. An economy can only thrive if it lacks.

Starting (an idea) is easy. The hard part is to finish (the grind).

Tables of elements

Wicksellian differential (= differential between natural rates and money rate of interest)

Technical retracements

To scry

Information value/cost

"It's just that simple"

Macro news

Money

GDP

CPI

Asset allocation

FX

Precious metals

Fixed income

    

Real estate

Equities

Equity risk premium

Equity bond correlation

    

Long term investing

    

Seasonality

Seasonality

Volatility seasonality

Commodities

Themes, Sectors & Corporate news

Sectors

Semis

EM vs China

China

Luxury goods

Beauty

Russell3000

Most loved

ROIC