3min chapter

The Compound and Friends cover image

Never Buy New Lows, Never Short New Highs

The Compound and Friends

CHAPTER

Is It a Social Debate?

Any investment process or approach that's going to grow in the 20 first century has to be quantitative in nature. If you have to have humans doing it, it won't scale. The theme of both is the end of globalization. Russia's aggression ind ukraine and its subsequent decoupling from the global economy will prompt companies and governments world wide to re evaluate their dependencies.

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