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Investing: The Greatest Show On Earth

Let me share two quick stories that have nothing to do with investing.

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The Fed Isn’t Printing As Much Money As You Think

The risk of rising inflation over the next few years is probably the highest it’s been in decades.

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What We’re Reading

Valuations…

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What We’re Reading

Demographics…

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When Everyone’s a Genius (A Few Thoughts on Speculation)

The end of a speculative boom can be inevitable but not predictable.

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Part II: Collab x The Climate Crisis

In Part I, we covered why we believe there has never been a better time to start a company addressing…

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A Few Good Books

Some good ones I’ve read lately…

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Best Story Wins

C. R.

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What We’re Reading

Growing too fast…

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Unfortunate Investing Traits

Napoleon’s definition of a military genius was “The man who can do the average thing when everyone else around him…

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What We’re Reading

Opinions…

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Why It’s Usually Crazier Than You Expect

I want to try to explain why Gamestop went up 100-fold in the last year and why Sears never recovered.

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Personal Finance Philosophies

It can happen to you.

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What We’re Reading

Why Moderna won…

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A Few Thoughts On Writing

You have five seconds to get people’s attention.

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What We’re Reading

Nostalgia…

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Two Worlds: So Much Prosperity, So Much Skepticism

The demand for forecasts grows after a surprise.

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What We’re Reading

Progress curves…

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Last Man Standing

Amazon in 2014 was a puzzle.

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Part I: Collab x The Climate Crisis

Climate technology has not been an obvious fit for venture capital.

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What We’re Reading

Covid Immunity…

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A Few Things I’m Pretty Sure About

If something is impossible to know you are better off not being very smart, because smart people fool themselves into…

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What We’re Reading

Funding…

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