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.
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.
🤑H1/Q2 2023 Performance Update (and a Poll)
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.
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.