TomReflexivityReflexivity is a concept developed by George Soros in his 1987 book “The Alchemy of Finance.” The theory is based on the idea that market…Sep 26, 2023Sep 26, 2023
TomThree reasons to be bullish BitcoinInstitutional allocation and flows into an asset with a predetermined finite supply. Even minute allocations to the asset class mean large…Mar 19, 2023Mar 19, 2023
TomOptimism & PessimismOptimism (Philosophy): The doctrine, especially as set forth by Leibniz, that this world is the best of all possible worlds. The belief…Mar 18, 2023Mar 18, 2023
TomShort view on Government bailoutsIn light of recent events in the banking systems of the US and Switzerland, which required significant intervention from the respective…Mar 16, 2023Mar 16, 2023
TomThe UK & the NHSSome minor thoughts and comments about the recent press around the UK’s National Health Service.Mar 16, 2023Mar 16, 2023
TomThree investment-related questions for 2023The questions below in my opinion are three important questions for an investor to ask themselves and debate in 2023. Naturally, there are…Jan 12, 2023Jan 12, 2023
TomAmor FatiAmor fati, a love of fate Accepting all that comes, no debate Embracing each twist and turn A heart open, no concernJan 5, 2023Jan 5, 2023
TomThe UK & Fracking — Solving Europe’s Energy Issues?The following are some developing thoughts on my optimism about the geo-strategic future of the UK in Europe and more broadly the world…Oct 10, 2022Oct 10, 2022
TomA Case For OptimismBelow is an email response I wrote to a group of friends who are pessimistic about our ability to do anything about climate change. Please…Sep 28, 2022Sep 28, 2022
TomDao of Capital Summary & NotesI recently finished reading Mark Spitznagel’s (Universa Investments) Dao of Capital and for my own clarity and understanding I typed up…May 11, 2022May 11, 2022