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Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least
amazon.com
Programming as Theory Building
Peter Naur's "Programming as Theory Building" discusses programming as a knowledge-building activity, emphasizing the importance of tacit knowledge, collaboration, and effective documentation in developing and maintaining software systems.
ratfactor.comEmbracing Paradox
Exploring the balance between opposing principles in investment, such as trust versus skepticism, patience versus urgency, and transparency versus confidentiality, emphasizing the importance of harmony in decision-making.
static1.squarespace.comClearly the numbers in finance are causally dependent on one another and take place in a world in which time has a direction.
Sacha Meyers • Bitcoin Is Venice: Essays on the Past and Future of Capitalism

Fun graphic on $META from the Rowan Street annual letter (a hedge fund that printed a 102.6% net return in 2023): Shows how non-linear the path to good returns can be and how conviction pays off. https://t.co/jWQGVSc7LS pic.twitter.com/scq24Mjkzc
Michael Dempseyx.com

