Week 1 2024

Quotes

"It's not what you think that defines you, it's what you do"

Lessons & thoughts

Best investors

Don't lose money

Thinking fast and slow

Brenner

Corporate life cycle

Technicals

Mathematics & Physics

Japanese wisdom on life

Other charts for thoughts

Yoga helps you sleep

Brain

Data

Psychology

    

Trading

Bet when the odds are in your favour

x

Peter Lynch 

Life circle

   

Subconscious

    

Socionomics and generational cycles of crime

Financial analysis

EBITDA vs FCF

Stock valuation

Value creation

On a lighter mode

Excel

Budget

Macro news

Money

GDP

Inflation

Demographics

Geopolitics

Asset allocation & Yield curve

FX

Precious metals

Bitcoin

    

Fixed income

Real estate

Equities

    

One plausible scenario (if dollar no longer falls)

Valuation

    

SPX and economy

Fed cuts are typically bearish (see 2008), yet

Sentiment

Seasonality

    

VIX

Speculative markets

Astrology: enter the dragon!

Commodities

Energy

Food

Coffee

Sugar

Metals

Themes, Sectors & Corporate news

2023 Dow Jones Industrial index returns

Quality

Discretionary / Staples

Tech vs Rest

Banks cutting jobs

Defensive shift ahead of election

Pernod

Small vs large

AI

SAAS

Argentina