Chinese Overcapacity is Everyone's Problem

The problem with economics is that economic theories work for a while until they stop working. Unlike the natural sciences which are dependent on the laws of nature, economics is a social science and is dependent on the behavior of millions of individuals. The problem with human beings is that they are prone to mass hallucinations and group think. More...

Who Cares, Yeah But And So What?

Eight out of ten times after I buy a stock, it falls in price and ten out of ten times after I sell a stock, it rises in price. Value investors operate under the premise that Mr.Market's assessment of value of a company is wrong and that he is pricing the company higher or lower than it is intrinsically worth. More...

The Feeling Of A Full RESET

From the time we are born, we start to look at the outside world and start forming biases and opinions. We accumulate experiences and memories and develop an understanding about the world around us. While our past experiences and memories help us in learning from mistakes and help us in (hopefully) avoiding them in the future, they also create a large amount of baggage that weighs us down and can become exhausting and tiring to carry. More...