When Moore Isn’t Enough: Part II
“The risk that matters most is the risk of permanent loss.” – Howard Marks “When we speak of risk, we are not speaking of share price volatility. Share price volatility provides us with opportunity. When we speak of risk we are thinking about exposure to...When Isaiah Berlin Dined with Vladimir Putin: International Diversification and Intelligentsia at a Time when Dreams of Subjugation Converge in the Twilight Zone
When Isaiah Berlin sat down to draft some thoughts about his forthcoming dinner meeting with Vladimir Putin, he contemplated if the focus should be on a single theme (like it was with Xi Jinping when they met), or whether he should let the discussion flow, given the...Heroes, Heroines, Villains, and Disruptors: Market Dancing to the Music of an Avatar Reproduction
In his Notes from the Underground, Fyodor Dostoyevsky writes, “What makes a hero? Courage, strength, morality, withstanding adversity? …Who are these so-called heroes and where do they come from? Are their origins in obscurity or in plain sight?” In The Return of the...Hope is Not a Plan. Disruption is Not a Thesis.
“Don’t confuse genius with a bull market.” HB Neill There probably isn’t an industry that historically gets more impacted by disruption than the media space. The current narrative and environment is well known to anyone: stronger broadband service, the convenience of...When Isaiah Berlin Dined with Xi Jinping: Extrapolating Facts about The Great Wall of Steroids
The invitation sent by Isaiah Berlin left the date open. The city was supposed to be London. However, Xi Jinping responded with one precondition: An assessment by Berlin of Biden’s dogma, especially after their first phone call on February 10th. To that Berlin...Sign Up for Our Publications
