Outlive

Want to live a longer, healthier life? Peter Attia's book Outlive is all about how to do that.

Shogun

In the year 1600, European and Japanese cultures clash in James Clavell's epic novel Shogun.

Karsan Value Funds: 2023 Q1 Results

Karsan Value Funds (KVF) is a value-oriented fund, as described here. Due to securities regulations, the fund is not open to the public at this time. Should that change in the future, there will be an announcement on this site.

Quit

Everybody knows we're supposed to persevere when things aren't going our way. "If you're going through hell, keep going," says Winston Churchill. That attitude can help when you really need to get something done. But applied in the wrong context, it can cost us a lot too. In Quit, Annie Duke argues that we overvalue things like grit, and as a result don't walk away enough.

No One Wins Alone

I really enjoyed Mark Messier's book No One Wins Alone. As a fan of the Edmonton Oilers growing up, the book brought back a lot of memories, and provided a view of what it was like on the inside.

Hammond Power

I recently sold all my shares of Hammon Power (HPS.A). I have no beef with the company: it has done extraordinarily well. It's simply a case of price catching up with value.

Trade Wars are Class Wars

Massive trade deficits and surpluses are often caused by financial repression. That is, some artificial mechanism is keeping wages or spending down in some country, causing exports to rise relative to imports in that country. As such, trade wars are not really conflicts between countries, but between classes within those countries. So argue the authors in the excellent book Trade Wars are Class Wars.