October 27, 2015
Steven Vaughan

Flinders Cloud

Everything new is on the rim of our view,

in the darkness, below the horizon,

so that nothing is new is visible

but in the light of what we know.

Z H Rahman

Everything new is on the rim of our view, in the darkness, below the horizon, so that nothing is new is visible but in the light of what we know. Z H Rahman

October 27, 2015
Steven Vaughan

Musil in Berlin?

Conjecture the future

Musil in Berlin

October 22, 2015
Steven Vaughan

The Nut

The Nut, Tasmania

August 29, 2015
Steven Vaughan

How the Economic Machine Works by Ray Dalio

In this animation, Ray Dalio explains How The Economic Machine Works. He covers important points such as credit, interest rates, leveraging and deleveraging.film Naomi and Ely’s No Kiss List 2015 online

Source: How the Economic Machine Works [Animation] by Ray Dalio

August 25, 2015
Steven Vaughan

Boutique Investment Managers in 2015

August 18, 2015
Steven Vaughan

How economics links to investment beliefs

Being an economist is not essential to successful investing but having a belief about how the economy works is a great step. There are only a few things to understanding economists…..first, think about the economy as a front loading washing machine…………………

More

Then watch this must watch 30 minute video from Ray Dalio, a successful investor, on his investment beliefs about……………How the economy worksKong: Skull Island (2017)

July 28, 2015
Steven Vaughan

Investment Beliefs

“…..……few (investors) are explicit and transparent as to the nature of these beliefs — i.e., how they believe markets operate, their definition of success in investment, and their assessment of the proper role of investors in the marketplace. Fund managers and trustees have an obligation to their beneficiaries to be as clear and explicit as possible about these beliefs, to act on them coherently and consistently…………………”

IRI Working Paper, “Investment Beliefs Statements”, Harvard Kennedy School, October 2011

More