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    The Insecurity Analyst

    "I consider myself an insecurity analyst...I realize that I may be wrong. This makes me insecure. My sense of insecurity keeps me alert, always ready to correct my errors." - George Soros

    Somebody Somewhere Is Doing Something Stupid

    Somebody Somewhere Is Doing Something Stupid

    I started my career in global macro investing in 2008. As you can imagine, it was a complete baptism of fire. Storied institutions like...
    Trumponomics

    Trumponomics

    At long last, the US elections are over. Like many others, I was surprised by the outcome, which was a sharp reminder that we live in an...
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    Recent Posts
    2022 Book Recommendations

    2022 Book Recommendations

    2021 Book Recommendations

    2021 Book Recommendations

    2020 Book Recommendations

    2020 Book Recommendations

    2019 Book Recommendations

    2019 Book Recommendations

    Some recent posts

    Some recent posts

    Notes from a Warming Island*

    Notes from a Warming Island*

    My Favourite Podcasts

    My Favourite Podcasts

    Somebody Somewhere Is Doing Something Stupid

    Somebody Somewhere Is Doing Something Stupid

    Don't Let Fake-uanimity Get You

    Don't Let Fake-uanimity Get You

    Long-Term Value, Long-Term Values

    Long-Term Value, Long-Term Values

    Books and Podcasts
    2021 Book Recommendations

    2021 Book Recommendations

    2020 Book Recommendations

    2020 Book Recommendations

    2019 Book Recommendations

    2019 Book Recommendations

    My Favourite Podcasts

    My Favourite Podcasts

    2018 Book Recommendations

    2018 Book Recommendations

    2017 Book Recommendations

    2017 Book Recommendations

    2016 Book Recommendations

    2016 Book Recommendations

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