By winning battles against COVID-19, governments could lose the war

Our world is highly complex. History is filled with examples of how seemingly unrelated events led to unexpected outcomes. The interaction between humans and their physical environment has second and third order effects that aren’t easy to understand. This makes the business of forecasting challenging, and the outcomes of various events difficult to model. American … More By winning battles against COVID-19, governments could lose the war

Review of 1st Quarter 2017 & Portfolio Update

While it was a decent 3 months for both broad equity and bond markets, all my trades did not work out as expected and I cut all┬ámy initial positions that were initiated in January. Additionally, a couple of my positions that were USD-denominated also saw valuations affected by the slight weakening of the Dollar against … More Review of 1st Quarter 2017 & Portfolio Update