WM 25 May 2024

Quotes

    

Lessons & Thoughts

Habits of great traders

AI

How to detect a lie

Rockefeller

Golden circle

Perception

    

Motivation vs ability

Conviction vs Knowledge

Fraud

7 indicators

Investing vs Gambling

Think fast and slow

Hormones

Waves

Formula

Multiple intelligence

Company life cycle

Technological/Industrial revolutions

Psychology

Eisenhower urgent/important quadrant

1) important + urgent = immediate attention, most important deadlines, crises, emergencies. Planning and preparation

2)  important + not urgent = planning, learning, goal setting, creative work

3) urgent + not important = try to delegate or automate

4) not urgent + not important

Brenner

Minervini

Macro news

Money

GDP

Socio-Demographics: ageing, collapse in fertility, immigration, cultures

CPI

Assets Allocation

FX

Precious metals

Crypto

Fixed income

Real estate

Equities

    

    

    

Commodities

    

  

 

Alternatives

Themes, Sectors & Corporate news

Themes

Magnificent 7

US vs Rest

Sectors

Defensives

   

Sectors vs economic cycle

Drug patent expiry

Semi

China

Consumer discretionary

Advertising

 Apple supply chain

Books