If you’re the self reflecting type

It is possible you may never completely forget Piranesi

5/5

Susanna Clarke is possibly the best fantasy writer today
#BooksWorthReading

Rereading this masterpiece
5/5

The market is smarter than you are (as it showed over and over in the run up and during WW2 - in every major country)

What’s it saying now?

US market: peace
China market: war
Commodities: peace
Gold market: war
#Taiwan

A few books (out of hundreds) will magically create new lanes in the road of life

My few

$3,5M

A) St Louis largest office tower

B) a 2 bedroom 100 sq meter apartment in Singapore

Take your pick

>90% of self improvement is not punishing oneself for regressing by regressing

This is the 1 most important modern truth

It is invisible, very slow moving, hard to convey, hard to prove, and easy to disregard

All the health advice in the 🌍 can be boiled down to 4 rules

1.
Don’t be angry/resentful
(Don’t bury your anger)

Corollary: sleep well and watch your blood pressure

2.
Stretch daily + build muscle

3.
Eat mostly low GI foods
No processed foods

4.
Annual check up after…

Well written and quite breezy for a business book

The main takeaway:

Amazon’s big moat is basically Jeff Bezos

A business book’s basic test is whether the reader believes in it enough to take action

Rating: 4/5

(The book convinced me to not buy the stock)

There are four types people

Those that speak up
but don’t listen

Those that listen
but don’t speak up

Those that don’t speak up
yet don’t listen

Those that accomplish

Embrace the journey

Whenever you are

The modern man

The less he knows the more opinions he has

The less he needs of the more he values

Will is lost in the labyrinth of hypothesis.

John Fowles

$TMDX is there a bigger moat?

Investing is 90% about seeing the big picture differently

Levitating rock 🪨 or …

There are 3 levels of knowledge

Theory
“Aping”
State of being

1.
You think you know
But you don’t know
2.
You look like you know, you act like you know, you even get results like you know
But you don’t know
3.
You are
You know

Most people work to play

And others, more enlightened, less ambitious, play at work

Let us work in play

Buffett called it
“Tapdancing to work”

“Life’s but a sport and a pastime”
(according to James Salter, a verse in the Quran holy book)

Therein lies the terrifying lesson for today

There is nothing a new Emperor (armed with 2,000 years of analytical hindsight) can do to forestall a crisis brought about by overextension

… except to expand further

By 2030

1/3 babies born in the world is African

Sometimes, lack of patience blinds us - even to a “golden” elephant in the room

My 3 management non-negotiables:

- Clear expectations
- Weekly 1:1 meetings
- Consistent feedback

Looking back on 20 years of leading teams, I can track 90% of issues back to skipping one of these.

💡Clear Expectations

Everyone wants to win. They need to know:
- How you're…