Stray Reflections

History seems to be repeating itself as the current market mirrors the speculative climate of 1968. The dramatic rise and fall of a prominent fund manager serves as a cautionary tale for today’s investors. The discussion dives into the similarities between the conglomerate merger boom of the 1960s and the recent SPAC surge, revealing the risks of charismatic yet volatile investment trends. It stresses the importance of informed strategies and lessons learned from past market behaviors to navigate potential future volatility.

Reflecting on the past decade of my personal and professional journey.

Will 2020s be the decade when workers reclaim the reins of power?

The main purpose of the stock market is to make fools of as many men as possible.

Has US military and financial power reached its limits? Pax Americana: is it really over? How safe are the dollar and US treasuries?

One of the leading causes of the shift of American values and the destruction of the American dream was the rise of corporations.

I want to draw your attention to the mother of all worst-case scenarios—a climate risk that nobody is discussing. The global hydrological cycle is speeding up, and precipitation is becoming extreme. China is the country most vulnerable to flooding as global temperatures rise. Can aging dams maintain historical levels of flood protection in the face of extreme weather changes?

The lessons from friends were more valuable than anything I learned in school. They taught me everything worth knowing.

This is my father's story. 

In this magical conversation with Brie Stoner, I explore the importance of having faith, the role of devotion, and the desire for integrity in our quest of being the best version of ourselves.