Well, that month is over. It went about as well as expected.
Updated stats through January:
Here are my most influential reads – in no particular order:
- Stocks Are Allowed To Be Expensive Since Bonds Yields Are Low…Right? – “Many are just willing to clickautoinvest into stocks at any valuation level.”
- The office as we know it is over—and that’s a good thing – “According to a recent study by FlexJobs, 65% of newly remote workers don’t want to go back to the office.”
- Lessons From the Tech Bubble – “Unfortunately, the quip “it’s not a bubble if everyone says it is” just isn’t true. Investors were comparing the internet sector to tulip mania as early as mid-98. Bernstein held an entire conference on it in June 99!”
- Lunik: Inside the CIA’s audacious plot to steal a Soviet satellite – “The boastful Soviets had sent their Luna rockets on a world tour.”
- This Year I’m Not Setting Goals: I’m Creating Practices – “They are activities you choose to dedicate time to every single day or with a set frequency of your choice.”
- Bronte Capital Ganymede Fund Partner Letter December 2020 – “But “sold to naïve investors” is a basic tell. This tell has not worked in 2020. Indeed, it is a way to lose considerable money as a shortseller.”
- You Should Be Recruiting Different Types of Leaders for Remote Teams – “Instead of valuing confidence and charisma, remote teams value leaders who are organised, productive and facilitate connections between colleagues.”
- A New Year is a Beautiful Fresh Start – “Start at One — this is one of my mantras this year.”
- Even the Best Investors Stink at Selling Stocks – “People who buy and sell stocks for a living aren’t just unskilled when it comes to selling—they’re the inverse of skilled.”
- A simple 2 x 2 for choices – “It’s useful to have a portfolio of projects, because not all of them are going to work.”
Note: This is based on when I read the article, not necessarily when it was first published. Unfortunately, my backlog of things I would like to read always seems to dwarf the amount of time I can devote to reading.