WM 22 November 2022
Quotes Lessons & Thoughts The power of compounding x consistency Forbes jinx How to spot frauds? Red flags Shenanigans Plus ca change Dostoiesky's prescient vision Odds Fashion Michael Burry Templeton's 16 rules to remember 13 biases Munger Padrai Julian Robertson Stan Weinstein's Don'ts Moats Start with the balance sheet, its P&L (return) and the cash flow. Then where is the cash going (balance sheet impact again) Things change faster now Avoid leverage Cut your loss When to sell? IPO: it's probably overpriced How you spend your time Macro investor Energy, integrity and IQ Break out How to write Macro news Money GDP UN global pop China Re-onshoring theme Inflation Freight rates lead inflation Yield curve Systemic stress indicator Wealth Other fun facts Asset allocation strategies Cyclical roadmap Long term value based FX Dollar breaks out on the downside: recession is here Time to look at EMs? Euro JPY and how Yuan Precious metals Silver price bouncin...