28 May 2022
investment management system
The Great Disappointment
“Unsubstantiated, shrill, partisan, self-serving, apocalyptic warnings are ALWAYS wrong.” - Stuart Kirk, (former ?) global head of responsible investing at HSBC Asset Management, at a Financial Times ‘Moral Money’ event, Thursday 19th May 2022.
22 May 2022
managed investment portfolio
Tragedy
“We must realize that growth is but an adolescent phase of life which stops when physical maturity is reached. If growth continues in the period of maturity it is called obesity or cancer.” - Albert A. Bartlett.
14 May 2022
hedge fund manager
Horror Story
“Childs: Temperature's up all over the camp. Won't last long though. MacReady: Neither will we. Childs: How will we make it? MacReady: Maybe we shouldn't.” - Dialogue from John Carpenter’s The Thing (1982).
7 May 2022
growth investing
The end of history
“Everything that can be invented has been invented.” - Attributed, probably falsely, to Charles Holland Duell, Commissioner of the US Patent Office from 1898 to 1901.