November 3, 2025
reflections
Amen! Markets change. Businesses change. Technologies change. Human nature is a CONSTANT. Read Shakespeare to grok people... — Josh Wolfe Reminds me of something I've heard Jim O’Shaughnessy say often “At the centre of all market pricing are human beings.
September 25, 2025
quick thoughts
This tweet thread by Jake resonated deeply with me. We all seem to be becoming increasingly adversarial in how we think about the world, and that's not a good thing The deepest divide in today's world, whether in economics, politics, investing, or even religion, seems to come…