WMM 28 October 2024
Quotes Lessons & Thoughts $ income = rate per service/persons x nbr of persons served Seal post mortem: replicable lesson of what went well + replicable lessons of did not go well + focus on process and lessons instead of results. Learn and improve. 6 traits of personalities. Macro news Money GDP & CPI Yield curve FX Precious metals GSR = Gold to Silver Ration throughout history Crypto Fixed income Real estate Equities Commodities Themes, Sector & Corporate news Style Most valuable co's in Europe Tech AI Space