We are living in a VUCA global fraught with dangers of the unknown unknowns sort. Those dangers can’t be recognized prematurely or be quantified.
How does one put money into such an atmosphere? Will have to we prevent taking any dangers? That’s we comment on within the Lighthouse March 2023.
Not too long ago I came about to return throughout Mark Spitznagel’s e book – Secure Haven – Making an investment for Monetary Storms. I will have to say my pondering, for now, has been utterly upended.
Mark has introduced a complete new elementary framework to take into consideration the sector and making an investment or now not making an investment. Within the procedure, he throws away a number of trendy finance equipment out of the window.
I used to be shocked to grasp that he considers Warren Buffett to be his biggest affect and Nassim Taleb his mentor.
Do learn the e book if you’ll be able to. He has additionally finished a number of interviews – to be had on Internet/Youtube.
Within the Lighthouse March 2023 version, we duvet the next:
- What can move mistaken, will
- State of the Fairness & Bond Markets – What’s extra horny now?
- FundTalk – Quantum Gold Fund (Gold is an funding or insurance coverage?)
- Up to date Fund Watchlist
- What does the Asset Allocation Indicator at the side of VIX let us know?
- In the end, 2 extra Phrases Simplified
Get started studying the most recent version beneath (browser most effective) or obtain from right here
In case you like what you learn, do percentage additional with your mates.
I additionally look ahead to your feedback and comments.