Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later in the month.
One small thing worth noting is that the RSX ETF is trading at a significant premium to NAV (or, at least, it was when Russia's markets were open — who knows now) because the APs basically wouldn't touch the thing once sanctions were announced. Compare vs RSXIV in terminal; it's bouncing around like a CEF with bizarro liquidity.
I know fantasy is more up your aisle - but Matt Reilly's books are fantastic action. Check out Ice Station first, it's one of my favorites. He weaves multiple plot threads together in a way not too dissimilar from GoT. But if full blown action is not your thing, won't be your cup of tea.
People who bought into RSX didn't think Putin would invade. Too irrational. Charlie Munger has a saying something like, "first identify everything that could go wrong with an investment."
One small thing worth noting is that the RSX ETF is trading at a significant premium to NAV (or, at least, it was when Russia's markets were open — who knows now) because the APs basically wouldn't touch the thing once sanctions were announced. Compare vs RSXIV in terminal; it's bouncing around like a CEF with bizarro liquidity.
Oh, I think you'll like Rage of Dragons. I just picked up Crux of Eternity. Looks interesting. Curious, do you often read indie/self published?
Yup! I've got some that I love that are so nerdy I'm embarassed to share them hahaha
I know fantasy is more up your aisle - but Matt Reilly's books are fantastic action. Check out Ice Station first, it's one of my favorites. He weaves multiple plot threads together in a way not too dissimilar from GoT. But if full blown action is not your thing, won't be your cup of tea.
I love the action + GoT combo; will check it out!
People who bought into RSX didn't think Putin would invade. Too irrational. Charlie Munger has a saying something like, "first identify everything that could go wrong with an investment."