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Investing
123 posts
in this category
2021
(6 posts)
Single man flying suites: The future is here
2021-05-08
Advice from Johnson on fund raising
2021-04-28
Weekend insights with Jerry and Liza
2021-04-25
An evening of insights with the Hutters
2021-04-11
Observations at the heart of Permian basin
2021-02-10
Observed second and third order impact of GameStop frenzy on market stability
2021-02-01
2020
(24 posts)
Psychology of money by Morgan Housel
2020-12-08
General thoughts of training trading bot
2020-08-27
Technical analysis for dummies by Barbara Rockefeller
2020-07-26
Key lessons learned from 2020 coronavirus sell offs - DONT TALK ABOUT TRADING
2020-06-08
SPY macro signals for market wide sell offs
2020-06-08
Chat with Quynh on trading
2020-05-25
The dichotomy between privacy and health
2020-04-26
Predator's Ball by Connie Bruck
2020-04-14
Liar's poker by Micheal Lewis
2020-04-14
King Icahn, biography of a renegade capitalist by Mark Stevens
2020-04-14
Minsky moment and the three types of borrowers
2020-04-06
Observations on our news reporting system as well as investment bank forecasting.
2020-04-04
Chat with Johnson and Dad on CoronaVirus and crisis investing
2020-03-18
Global warming and the four horsemen of apocalypse
2020-03-18
Federal reserve rate cuts
2020-03-16
Thoughts on Fake News
2020-02-28
Conversations with Garis
2020-02-27
Thoughts on Crude Oil
2020-02-27
Book summary: George Soros the unauthorized biography
2020-02-18
Book summary: What it takes, Stephen Schwarzman
2020-02-18
The alchemy of finance by Georgo Soros
2020-02-16
Corona Virus versus SARS virus
2020-01-27
Chat with Joe and his dad
2020-01-11
Dinner with Mansu
2020-01-03
2019
(70 posts)
Book summary: Buffett the making of an American capitalist by Roger Lowenstein
2019-12-22
Federal reserve maintains interest rates 11th Dec 2019
2019-12-16
Book summary: The dollar crisis
2019-12-06
Investment Biker, Jim Rogers
2019-11-14
Federal Reserve interest rate cut decision 20191030
2019-10-31
Long term reversion to mean patterns
2019-10-28
PCG misexecution from blackouts and Kincade fire
2019-10-28
Mother Nature versus City - public utilities
2019-10-24
NYMT rotation from agency RMBS to CMBS
2019-10-20
Bloomberg is a laggard for trend reporting
2019-10-19
An unchanging constant as the source of trust
2019-10-13
Thoughts of various asset class type and their usage
2019-10-11
Observed unwinding of credit in the market
2019-10-11
Oil's relationship with the macro economic environment
2019-10-11
Observations on how public opinion is shaped in the US
2019-10-09
Thoughts on excessive use of leverage
2019-10-08
Chat with Punit
2019-10-07
Observations of market behavior during the period of September leading up to October
2019-10-04
Fluid dynamics within the markets
2019-09-30
Book summary: Invest with the Feds by Robert R Johnson, Gerald Jensen and Luis Garcia Feijoo
2019-09-28
LA trip to visit Johnson
2019-09-28
Chats with Ilya on hedge funds
2019-09-23
Evening out watching Rambo, last blood
2019-09-22
Key insights from mooncake festival at house of Jerry and Liza
2019-09-08
Key insights from weekend with Jerry, Liza, Ada and Dan
2019-09-01
Reflections of erroneous trading over the past 48 hours
2019-08-27
Book summary: The Asian Financial Crisis by Shalendra Sharma
2019-08-24
Afternoon with Tomasso on the limitations of Artificial intelligence's application
2019-08-21
Book summary: The Savings and Loan Crisis - Lessons from a regulatory failure
2019-08-20
Why banks are trading at or below net book value
2019-08-20
Book summary: Barbarians at the gate by Bryan Burrough and John Helyar
2019-08-15
Key lessons from When Genius Failed by Roger Lowenstein
2019-08-12
Insights from evening with Wine and Jam session with Adriene and Dennis, Birthday party with Konstantine
2019-08-11
Macro economic extension to loss aversion reversion to mean trading methodology - Government versus Government scenario
2019-08-06
Donald Trump's August 1st 2019 tweet on additional tariffs
2019-08-02
Federal Chairman Jerome Powell on 0.25% interest rate cuts
2019-08-01
Book summary - The Bank Credit Analysis Handbook by Jonathan Golin and Philippe Delhaise
2019-07-25
Thoughts on avoiding the greater fool theory
2019-07-24
Insights from dinner with Brian and Jason
2019-07-19
How banks and the Federal reserve / central bank works
2019-07-07
Behavior that promotes good investment returns
2019-07-01
Trends associated with GetData.IO
2019-06-29
Analysis of the Facebook Libra Token
2019-06-27
20190619 - Federal reserve chairman Powell’s speech
2019-06-20
Non-purchase of DOMO despite 10% dip
2019-06-17
Loss aversion reversion to mean exit strategy
2019-06-11
Macro-economics negative spiral leading indicator
2019-06-10
June 4th 2019 US/China trade war loss aversion reversion to mean pattern
2019-06-05
Learnings on shorting the market during the May 2019 US/China Trade war
2019-05-30
Prediction on US/China Trade war to be verified in 2021
2019-05-28
Book summary - The Signal and the noise
2019-05-25
Book summary: Everybody lies by Seth Stephens-Davidowitz
2019-05-25
Loss aversion reversion to mean anti pattern
2019-05-23
Post 2019 US/China Trade War companies for consideration
2019-05-23
Insights from Ilya
2019-05-20
Learnings from the market today
2019-05-17
Key trading mistakes during execution
2019-05-16
3rd June post effects of 13th May 2019 US/China Trade war on US markets
2019-05-15
Macro economic analysis on US/China 2018/2019 Trade war
2019-05-14
Donald Trump’s 3rd May 2019 trade war tweets on stock market index around the world
2019-05-07
Insights from lunch with Manish and Ketan
2019-04-18
SPY - SnP index during Dec 2018 market pull back
2019-04-17
Inputs from Ilya on loss aversion and reversion to mean trading strategy
2019-04-08
Book summary: Thinking in Bets
2019-03-26
Hypothesis on timing entry position into loss aversion
2019-03-26
Book summary: Quantitative momentum
2019-03-16
Book summary: swing trading for dummies
2019-03-16
Key take aways from Exit Strategies for Entrepreneurs and Angel Investors
2019-02-13
Insights from party at Ilya's place
2019-02-10
MongoDB versus Amazon
2019-02-01
2018
(23 posts)
Insights from Hannes
2018-11-01
Key insights for Jerry's birthday party
2018-11-01
Insights from conversations with Ilya
2018-10-29
Reflections for the evening on return on capital
2018-10-12
For latter reference
2018-10-07
Ray Dalio: Beating the stock market by learning history
2018-10-05
Forum - Ten years after Lehman brother’s bankruptcy: where are we now and what lies ahead
2018-10-04
Book summary: Creative capital
2018-09-30
Insights from drinks with Charles Wu
2018-09-19
On fund raising
2018-09-11
Book summary: the success equation
2018-09-06
Kenji and Johnson - Learnings in trading patterns
2018-08-05
Loss aversion and reversion to mean earnings missed patterns
2018-07-26
Key takeaways from dinner with Jerry and Johnson at the Rosewood hotel
2018-07-21
Reflections on bad trades - the narrative fallacy or apophenia
2018-06-20
Reflections on the decentralized multi-sided market place - GetData.IO
2018-06-18
Evening reflections on the importance of story telling
2018-06-15
M1 versus MyRepublic - 6th July 2017
2018-05-04
Lessons from Saudi Arabia's 2014-2015 flooding of market
2018-04-05
Tesla self driving cars casualty incident March 2018
2018-04-03
Trading Strategy which capitalizes on loss aversion triggered off by hyper media coverage
2018-04-03
Data breach case study - Facebook (March 2018)
2018-04-03
Data breach case study - Equifax (September 2017)
2018-03-26