Fifty years ago today, one of the most momentous events of the 20th century unfolded. But unlike the well-known events frequently told in schools - fall of Berlin wall, Deng Xiaoping opening China, NASA moon landing, the pill, Hiroshima, the Great Depression, Bolshevik revolution, Ferdinand assassination, Wright brothers flight etc - what happened on 15th [...]
As we head into mid 2021, commodity prices shows no signs of slowing down. Some say this is a warning sign of oncoming inflation. Intuitively, this could be interpreted as an indicator inflation. But commodity prices and consumer price inflation (CPI) are actually a lot less correlated than what most people may think. The two [...]
If you liked Nassim Taleb's books - Antifragile, Black Swan etc - then you'll love Mandelbrot's Misbehaviour of Markets. Benoit Mandelbrot is one of the greatest mathematicians of our time. Most renowned for his work on fractals (including the famous Mandelbrot set), he applies a complexity science lens to financial markets. As with most transdisciplinary [...]
Oil geopolitics isn't a topic many would take natural interest in. Yet, I'm convinced it's one of the most effective routes to understanding how the the world works. Why? Geopolitics quickly becomes complex. The deeper you dive in, the more apparent its interconnectivity and transdisciplinarity becomes. It's easy to get stuck in the Valley of [...]
"Knowledge of the message is not enough… ...for the message to be successful, each person must not only know about it, each person must know that each other person knows about it. In fact, each person must know that each other person knows that each other person knows about it, and so on; that is, [...]
