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Posts

• The arb remains the same February 12, 2019
• Books I kind of liked in 2018 January 25, 2019
• Meta-Reading and the value of fiction January 13, 2019
• Ideas, people and detachment December 15, 2018
• Borrowing the east wind December 6, 2018
• Cheap stuff and cheap capital December 5, 2018
• Thinking and Applying Minsky December 4, 2018
• The Life and Mental Models of John Boyd December 3, 2018
• Antifragile Morning Routine December 3, 2018
• What Private Equity Has In Common with Renaissance Charlatans October 19, 2018