Search

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

Tag

Howard Marks

That’s why they’re called surprises (Howard Marks – Expert Opinion)

Expert Opinion, the latest memo of Howard Marks is once more an interesting read. The reasoning throughout the memo resonates well with me since I believe it is worthwhile for a (discretionary) money manager to: (try to) understand the economy (try to)... Continue Reading →

It doesn’t make sense

This morning, I was listening to a recent podcast of Tim Ferris (Becoming the best version of you). I didn't really expect to get specific investment wisdom out of it. Around minute 27 however, Adam Robinson starts answering the question... Continue Reading →

WordPress.com.

Up ↑