Limits of information for trading and investing
Bad advice to avoid “It is consistently taught in business schools across the world that the more information we absorb, the better investment decisions we will make.” It makes sense,…
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Posts by month
January 2018
4 posts
Financial crisis headlines
Blast from the Past | Financial Crisis headlines as of October 7, 2008 Just some notes I took while things were unfolding. Many names live only in people’s memories now……
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How does selling bonds affect portfolio yield?
I’m going to give you a rule of thumb for estimating portfolio yield after rebalancing (a.k.a., liquidating) your bond investment portfolio. If you don’t already explicitly know this rule of…
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Books: Zero to One | Peter Thiel
This book is a collection of ideas and reflections on the intersection of economics, culture, and technology. It also provides a framework to process and understand businesses, be them existing…
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