KISS, diversification and balance

Mathematical models that show price correlation will give precise answers but aren’t useful
Mathematical models that show price correlation will give precise answers but aren’t useful
But I am not building up a baseball bullpen of game-ready companies
Sunkenness – intangible investments tend to be worth less if they go wrong
It’s amazing that 2% makes such a big difference
Mortgages on income properties will permanently reset to a higher level
The prophets of doom have overlooked the all-important factor
An investment is a favourable bet. Gambling is an unfavourable bet.
Prior to Covid the neutral interest rate had continued its long decline
Subjective confidence in a judgment is not a reasoned evaluation of the probability that this judgment is correct
The strong bias toward believing that small samples closely resemble the population from which they are drawn is also part of a larger story
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