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6) Finally, I start writing. Since I already have my themes, my sources / links, and a few notes written, physically writing it is usually easy. Some weeks are better than others, but like a baseball closer or a cornerback... once it's over, you have to move on to the next one.
6) This week's themes are: a) The crypto "loser" rally (which I already alluded to here https://twitter.com/jdorman81/status/1217459586724061194?s=20 …) b) Inflation and debt are ugly beasts -- when and how does this end? Sign up here to read it when it's posted https://www.ar.ca/newsletter
For those wondering WHY I write, I’ve been doing this for 20 years, since I was a 1st year Inv Banking analyst at Lehman. Writing is part of my investment process. Sure it doubles as good marketing, but more importantly, it helps me filter, process & understand markets better.
Per earlier foreshadowing... here is the result of this week’s writing process. https://www.ar.ca/blog/crypto-market-recap-01-21-20 … (Took about 2.5 hours to write this one — it’s a bit longer than usual)
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