That's a really tough one RE separating the investing conclusions. I have been drawn to investing because of the amazing mixture of disciplines needed to wrap my head around it, from macroecononmics to finance, to geopolitics and even physics. I love the intersectionality of it all... but I wonder if most folks understand that investing is really talking about a lot of these things at once.
I grew up hating anything having to do with capitalism/money, which was unhealthy to say the least. I think the mindset is very common, though.
Kevin, I would be happy to experiment and pay for an investment newsletter. The key test is whether your insights are original. As an example, Microsoft was handicapped by the DOJ from "innovating" and the stock did not go anywhere for 10+ years. Were these two related, I never read anything in any press that made a case! Can Intel really come back and catch up with the Taiwanese and Koreans? Is there some hidden culture in the US tech world that will help US catch up, or will Intel become like IBM eventually!
Realistically what this newsletter gives me is insight into Asian businesses. I have found it extraordinarily difficult to get English-language analysis on Chinese society and business that doesn't resort to jingoism or reductionism.
I'm agnostic re: investing advice, but I would note that you seem to have a pretty good brand going here.
That's a really tough one RE separating the investing conclusions. I have been drawn to investing because of the amazing mixture of disciplines needed to wrap my head around it, from macroecononmics to finance, to geopolitics and even physics. I love the intersectionality of it all... but I wonder if most folks understand that investing is really talking about a lot of these things at once.
I grew up hating anything having to do with capitalism/money, which was unhealthy to say the least. I think the mindset is very common, though.
Recommend a paid subscription that is free for the first 30 days.
Kevin, I would be happy to experiment and pay for an investment newsletter. The key test is whether your insights are original. As an example, Microsoft was handicapped by the DOJ from "innovating" and the stock did not go anywhere for 10+ years. Were these two related, I never read anything in any press that made a case! Can Intel really come back and catch up with the Taiwanese and Koreans? Is there some hidden culture in the US tech world that will help US catch up, or will Intel become like IBM eventually!
Realistically what this newsletter gives me is insight into Asian businesses. I have found it extraordinarily difficult to get English-language analysis on Chinese society and business that doesn't resort to jingoism or reductionism.
I'm agnostic re: investing advice, but I would note that you seem to have a pretty good brand going here.
Wonderful performance! Great job.