Observing the market

“I believe in the discipline of mastering the best that other people have figured out. I don’t believe in just sitting down and trying to dream it all up yourself. Nobody’s that smart.” – Charlie Munger



Understanding the world we live in (the Soros version)

From time to time, I grab a book from a few years ago and browse through it. This time 'The New Paradigm for Financial Markets' of George Soros (2008) was the lucky one. Although the Alchemy of Finance is the standard... Continue Reading →

There is no cash on the sidelines

In this first brief writing I would like to refer to the top 10 peeves from Cliff Asness (AQR library). All ten are good ones, but I especially like 5c: Every time someone says, “There is a lot of cash on... Continue Reading →

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