About
About
About
I am often asked for tips on how to invest. I always want to help. But investing has no simple answers.
The reason is that good investing is deeply counterintuitive. What feels right is often wrong. The north star often lies in the opposite direction of our instincts. Many of our questions implicitly contain assumptions derived from those instincts. If we are not aware of this, we keep moving further south.
From my observations, what most people lack is not information, but a compass: a coherent framework for thinking about the capital competition they enter the moment they accumulate savings.
This site is my attempt to communicate that framework.
It is written for readers who take investing seriously enough to accept that the journey toward the north star is complex and without shortcuts.
A compass can point the way, but it cannot make decisions for you.
Readers looking for predictions, answers, or shortcuts will likely be disappointed. A large part of the financial industry already exists to satisfy those instincts.
The framework describes the system as I see it from the inside, and why so many investors struggle within it.
Above all, it is an attempt to explain how sophisticated investors think and act differently from the general public, a compass intended to point toward the north star.
I am often asked for tips on how to invest. I always want to help. But investing has no simple answers.
The reason is that good investing is deeply counterintuitive. What feels right is often wrong. The north star often lies in the opposite direction of our instincts. Many of our questions implicitly contain assumptions derived from those instincts. If we are not aware of this, we keep moving further south.
From my observations, what most people lack is not information, but a compass: a coherent framework for thinking about the capital competition they enter the moment they accumulate savings.
This site is my attempt to communicate that framework.
It is written for readers who take investing seriously enough to accept that the journey toward the north star is complex and without shortcuts.
A compass can point the way, but it cannot make decisions for you.
Readers looking for predictions, answers, or shortcuts will likely be disappointed. A large part of the financial industry already exists to satisfy those instincts.
The framework describes the system as I see it from the inside, and why so many investors struggle within it.
Above all, it is an attempt to explain how sophisticated investors think and act differently from the general public, a compass intended to point toward the north star.
I am often asked for tips on how to invest. I always want to help. But investing has no simple answers.
The reason is that good investing is deeply counterintuitive. What feels right is often wrong. The north star often lies in the opposite direction of our instincts. Many of our questions implicitly contain assumptions derived from those instincts. If we are not aware of this, we keep moving further south.
From my observations, what most people lack is not information, but a compass: a coherent framework for thinking about the capital competition they enter the moment they accumulate savings.
This site is my attempt to communicate that framework.
It is written for readers who take investing seriously enough to accept that the journey toward the north star is complex and without shortcuts.
A compass can point the way, but it cannot make decisions for you.
Readers looking for predictions, answers, or shortcuts will likely be disappointed. A large part of the financial industry already exists to satisfy those instincts.
The framework describes the system as I see it from the inside, and why so many investors struggle within it.
Above all, it is an attempt to explain how sophisticated investors think and act differently from the general public, a compass intended to point toward the north star.
I serve as Global Chief Investment Officer of an international Multi-Family Office advising ultra-high-net-worth families.
This framework emerged from three decades on the institutional buy side, observing the system from within.
I serve as Global Chief Investment Officer of an international Multi-Family Office advising ultra-high-net-worth families.
This framework emerged from three decades on the institutional buy side, observing the system from within.
I serve as Global Chief Investment Officer of an international Multi-Family Office advising ultra-high-net-worth families.
This framework emerged from three decades on the institutional buy side, observing the system from within.
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