Confidence Tricks

I. Accidentally Correct In Principles, Ray Dalio describes his earliest investing experience as a kid. He bought some cheap airline company stock during a bull run in the 1960s. He bought it precisely because it was cheap, with no further information. He didn’t know that the business was fundamentally struggling, and he had no inside more »


Personally, I don’t mind MBTI as a way to arbitrarily self-label. It has no scientific validity, but I figure if an MBTI type speaks to you then use it- others can see it as a shorthand to grasp something about what you see in yourself. I’m a consistent INTP, and perhaps it’s the Barnum Effect more »

(It’s Personal.)

I have quit my job, and I’m moving to Mumbai for at least six months. In the future, I’m sure I’ll spend more time talking about the project that has captured my imagination and compelled me to do this. There are also a number of other factors that have pulled (& pushed..) me towards this more »

It’s not personal.

“I’m a traffic cop. It’s a job. Somebody’s got to do it. I don’t even represent myself when I’m working. If I was representing myself, I’d let everyone off with a warning. I represent a system. Did I design the system? No. I just enforce it. It’s not for me to decide the system. We more »

Solastalgia in the 2020s

a/n: I don’t think the idea is fully fleshed-out yet, but I can always add and revise. TL;DR According to Sterling, the twenty-teens are defined by Dark Euphoria, a cultural temperament of exhilarating unthinkableness. This is the topic of the preceding post. The tone of Sterling’s speeches in the past couple of years has moved on from more »

Dark Euphoria in the 2010s

Bruce Sterling has a knack for coining/adopting rich phrases to describe cultural sensibilities. I watched some of his recent (2017) talks, and I wanted to record some notes on them to share. I figured a good place to start would be on his earlier talks on the current cultural moment. Bruce Sterling’s talks on “Dark more »

Idiots Are Not Necessary

“It’s hard to grasp that other investors have different goals than we do, because an anchor of psychology is not realizing that rational people can see the world through a different lens than your own.” – Collab Fund   I have held positions that are at odds with my position now. I think I can more »

Notes on ‘The Complacent Class’

Tyler Cowen’s “The Complacent Class” isn’t a big book, but it is spawling, touching on a thousand different angles on the same idea. Subtitled “The Self-Defeating Quest for the American Dream”, it’s easy to draw a clear line from Cowen’s previous book, The Great Stagnation.  You can think of this book as detailing the social roots for more »

The Horror of ‘Fuller House’

I. This is not a review of Netflix’s “Fuller House”. You knew when you first heard about it whether you would like it or not. It delivers exactly what it promises, although maybe from a slightly more left-leaning tribal allegiance than I would have guessed. I took a heavy dose of the show one Friday evening with more »

2016 in Review

Another year gone. I could basically produce a rehash of my “New Year’s Day Message” from last year and it would basically still model my thinking today. I wanted a leaner information diet, which is a resolution that I easily chalked up as a failure back in October– Politics ruined my consumption habits. This year, I am more »