WM 31 May 2024

Quotes

Lessons & Thoughts

Success

Carl Jung

How to reprogramme your subconscious

Eat that frog

Darvas (Pyramid principles)

Genius 

Cobra effect

Electricity

Geometry

Equations

Elementry

Periodic table of investing

OKR vs KPI

Train Brain 

4 types of data analysis

Samurai

Rules of Ikigai

High performing employee

Maslow

Wizard tips?

Peter Lynch vs Lou Simpson

Warren Buffet

Portfolio management

Listen to what the market tells you

Investors

    

Traders

Break up

Value vs Growth

Conspiracy theorists are everywhere. What does the proliferation of (sometime nauseous) conspiracies say about today's zeitgeist?

There is no facts, only perception

Story telling

Beware of the wolves

Stock market

Quit

No problems, only solutions

Productivity

Laws

Holocene

    

Art

Deep focus

Enlarged focus

Cash conversion

    

Mastering Time

The wheel of fortune

Livermore & O'Neill

Druckenmiller

Who is the best of the best?

Incentives

Colour & Psychology

Fasting

For your eyes only

Vitamins & Proteins

Ageing hacks

Macro news

Money

Geopolitics 

GDP

CPI

Asset allocation & yield curve

   

FX

Precious metals

Gold

Silver

Crypto

Fixed income

Real estate

Equities

    

Commodities

        

Alternatives

Themes, Sectors & Corporate news

Factors

Sectors

Countries

Quality at reasonable price

Catalyst = new product

"This is not a drill". M&A in oil :Hess bought by Chevron and Marathon oil bought by Conoco

Tech

South East Asia

Car companies

E-commerce companies

    

Hedge fund crowd

Nvidia: AI is eating the world (witness Salesforce and Palo Alto profit warnings)

Semi capex

Rus-sell?

Apple and gravity?

Retail growth stocks

Reminder of last retail investing craze? And why this time is different.

Genomics

Monster

Chewy and pet food?

Pls don't stop the music

Deja Vu

Draftking

Diabete plays shorts as China claims to have found ways to cure diabete?

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