Sublime
An inspiration engine for ideas
Internal prediction market
Tyler Cowen • Why don't more businesses use prediction markets? - Marginal REVOLUTION
Superforecasting, Philip Tetlock and Dan Gardner
Gautam Baid • The Joys of Compounding: The Passionate Pursuit of Lifelong Learning, Revised and Updated (Heilbrunn Center for Graham & Dodd Investing Series)
Today, interest rates are exceptionally low and the growth outlook for advanced economies is modest at best. This leads us to conclude that the question is when markets will start putting pressure on governments, not if.
John Mauldin • Endgame: The End of the Debt SuperCycle and How It Changes Everything
There were two basic sources of this astonishing influx: a remarkable tightening of operations and the sale of businesses deemed noncore by Anders’s strategic framework.
William Thorndike • The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success
Inflation, Interest Rates, The War in Ukraine & Commodity Prices, Labor Markets and The Great Repricing
Compounding Thoughts • Making Sense of the Macro
Edward Chancellor’s book Capital Returns helped
Gautam Baid • The Joys of Compounding: The Passionate Pursuit of Lifelong Learning, Revised and Updated (Heilbrunn Center for Graham & Dodd Investing Series)
If we go into a downturn, we hope central banks will be wise enough not to monetize government debt in any fiscal crisis. Sadly, they probably will.
John Mauldin • Endgame: The End of the Debt SuperCycle and How It Changes Everything
Historical Inflection Points