Nerds. They're all nerds. One set spent high school running cashflow analyses, the other spent time playing with assembly. Game, such as it is, recognizes game.
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@patio11 Any other newsletters you think are of similar quality? I’ve also found@stratechery to be amazing. -
Those are the only two I read regularly at present; the third person I’d put in that mind space is Byrne Hobart. (Who has a newsletter but it isn’t the dominant form factor.)
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Most importantly he knows when he doesn’t know and shrugs his shoulders and moves on to the next amusing thing.
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He's also just a brilliant writer—I recommend him even to people who don't necessarily care about finance, just as an example of how well you can explain complicated subjects.
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And it’s just damn funny too
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Seconded.
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Great response. He is truly in a class of his own (or a very very small class).
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