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The Bell

The bell: How to invest

Softbank is in interesting company, I’m quite bearish on their future but Masa Madness story was a well written and super interesting story. What else? Some great reads: Enduring Drawdowns in Wonderful Companies …’Third, and not surprising, long term shareholders must endure multiple, and sometimes painfully long drawdowns to reap great rewards. This would confirm […]

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The Bell

The bell: People will buy the dip

Supply and demand are what the market drives. Low-interest rates mean that people seek other places to put their money to work. People will buy the dip this week. Some interesting reads about the markets. MiB: BlackRock’s Salim Ramji  Great podcast with Managing Director Salim Ramji, Head of iShares Index and ETFs. Some Thoughts On […]

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A New Future Daily

Risk management and how to understand things.

1.super interesting read about risk management some highlights I took: here seems to be some probabilistic confusion,leading towards the so-called delay fallacy [13]: “if we waitwe will know more about X, hence no decision about X should be made now.” In front of potentially fat-tailed random variables, moreevidence is not necessarily needed. Extra (usually imprecise)observations, […]

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Daily

In crazy times we need simple rules.

On the internet, in the news, there are so many discussions and opinions about everything that is going on. In some cases, it’s almost impossible for me not to engage. Luckily I’ve one heuristic that reminds me that in most cases, it’s completely useless. My rule: “Never listen to people without skin in the game.” […]

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Daily

Taking it slow

Since the pandemic work, life has been crazy. It’s the uncertainty that brings a lot of pressure on everyone while life is moving on. The world around us became quiet, so we’re forced to listen to ourselves. We can’t hold on the future plans, so we are forced to live in the present. “When you […]

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Daily

Listen! This is going to be huge.

This post was part of my newsletter: A new future. Subscribe here Audio and podcasts are growing fast, the biggest reason for this is that they are easy to consume. You can’t read an article while running or driving a car. Last week Joe Rogan announced he closed an exclusive deal with Spotify worth more than […]

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Daily

The future is E-commerce

It doesn’t come as a big surprise, but e-commerce seems to be doing great. What I especially like is the growth of Shopify.  In a series of tweets, Shopify COO Harley Finkelstein point out that between March 13 and April 24, the number of consumers who bought something for the first time “from any Shopify […]

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Daily

What I’ve been reading

The Three Sides of Risk This is best story you will read this week.  The tail-end consequences of risk – like pandemics, and depressions – are what make the pages of history books. They’re all that matter. They’re all you should focus on. Tail-end events are all that matter. The Sickness in Our Food Supply “Only […]

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A New Future Daily

Remote work is going mainstream

Last week Jack Dorsey (CEO Twitter) announced that people don’t have to return to the office. No, they are not fired, they will have the freedom to work from anywhere. The other company Jack founded, Square, will also be a remote company from now on.  This week some companies you might know made the exact same announcement. Shopify, […]

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A New Future

Working From Home

This was all pretty sudden, wasn’t it? The world is changing before our eyes. Plans you made for 2020, poef gone.  We now experience an experiment that no one asked for; working from home. Remote work  I always believed ‘remote work’ was the future. I never understood micromanagement or the idea that a manager decides […]