Lessons from Investment Gurus

The Most Important Thing

 Successful investing requires thoughtful attention to many separate aspects, all at the same time. 
Omit any one and the result is likely to be less than satisfactory.

The idea of the most important things—each is a brick in a solid wall, and none is dispensable. 

Ignoring their business performance entirely, a lot of sharp analysis on global macros here.   Very Interesting comments on Globalization, China, obesity, misinformation, climate change, education, social media, trust in science and other themes we all (should) care about.  What jumps out to you?

2020 Annual Letter | Social Capital

Ignoring their business performance entirely, a lot of sharp analysis on global macros here.   Very Interesting comments on Globalization, China, obesity, misinformation, climate change, education, social media, trust in science and other themes we all (should) care about.  What jumps out to you? 2020 Annual Letter | Social Capital Our mission is to advance humanity by solving the world’s hardest problems. https://www.socialcapital.com/annual-letters/2020

Illegitimi non carborundum

Let's Geek Out 🤓

This is probably wishful thinking, but if the immunities are kicking in against extreme political leanings, hopefully we end up somewhere more centrist that allows and appreciates nuance.  not hard to see how the far left & right are easy to fear-monger against and cause the polarizing divisiveness we have today.

Appreciated the ending note here on finding nuanced solutions to complex problems.

The question I struggle with is: how to create room for nuance and testing in the context of short election cycles? 

It’s so much easier for politicians to point uncompromisingly in one direction - they look weak to TV audiences if they don’t know the right answer to everything off the top of their head.

Appreciated the ending note here on finding nuanced solutions to complex problems.  The question I struggle with is: how to create room for nuance and testing in the context of short election cycles?   It’s so much easier for politicians to point uncompromisingly in one direction - they look weak to TV audiences if they don’t know the right answer to everything off the top of their head.

D J