Here’s what kept me in a default consumptive state this week! 📈 👨💻
- “All it’ll take is a catalyst and these banks will go bust and will need to be recapitalized. This means printing a lot more money which will result in a much depreciated yuan” – The Mundell-Fleming trilemma in monetary policy and China
- “One the few hard-set rules in investing is that there are no absolutes. As investors we’re trying to predict something that by its very nature is unpredictable, so we can never state with 100% confidence that something will happen” – The raw material of long-term conviction
- “There is no industry more meritocratic than crypto. You can be a 15-year old developer in Nigeria, an MIT Turing Award winning professor, a high school dropout, or Nobel laureate, and for the most part you’re judged by your contribution to the communities you are a part of and nothing more.” The rise of community investing and DAOs
- “One of the truisms of modern life is that nobody has any time. Everybody is busy, burned out, swamped, overwhelmed” – Why the modern human never has time
Some investable ETFs if you believe in the higher inflation narrative
Engines that move markets: the history of industrial development and its impact on investors.
Hit the subscribe button at the bottom to get interesting content every Sunday straight to your inbox!
Have a great week.
The Atomic Investor