🧗 Our Investing Journey (#4): "I am the beginning and the end"
Exploring decision-making in a world bound by the finite time and inspiration
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🧗 Our Investing Journey: The Zero-Sum Game May 2024
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Quick Macroeconomic Note
It would be easy to deliver a not-so-brief note on macroeconomic factors that could take up the entirety of this post. BUT (and that’s a BIG BUT for a reason), as the people who know me know, this is not that type of post.
In fact, I will take the time to restate that basing investment theses on macro predictions is futile (paraphrasing the great Peter Lynch). I’m probably going to get punched for that one.
On a more serious note, understanding macro(economic) factors is important and neccessary. Governmental intervention (or its absence) played out through regulation, and fiscal and monetary policies can lead to the creation of fertile hunting grounds for investors.
I usually arrive at interesting opportunities using a bottoms-up ap…