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  1. Retweeted
    Jul 6

    A book I keep coming back to, and is always as good as the first time, is “Lessons of History” by Will & Ariel Durant. Some of my favourite sentences from this book:

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  2. Retweeted
    Dec 19

    40% of the entire EU budget goes to subsidies inefficient & expensive food prices. Remainers, why do you love this so much?

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  3. Retweeted
    Dec 19

    TechCarthyism, n.: A movement using mainstream tech-platforms to socially engineer thought-level compliance to a radical political agenda through Star Chambers (e.g. "Trust and Safety"), Shadowbans, Show-Trials (court of public opinion), Deplatforming & Uneven Enforcement of ToS.

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  4. Retweeted
    Dec 19

    For a 2nd year running, has ranked the UK as the most business friendly country in the world. This is more evidence of the fundamental strength of our economy and undermines those who would talk our economic prospects down

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  5. Dec 13
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  6. Retweeted
    Mar 29

    Best definition of a bear market, from Nick Murray (): “A bear market is a period of time during which common stocks are returned to their rightful owners.”

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  7. Retweeted
    Oct 26

    If humanity spent as much time studying physics as they did studying Tesla stock, we would actually have free, unlimited, clean energy already.

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  8. Dec 4
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  9. Retweeted
    Nov 29

    Very sobering. For 3rd year in a row, life expectancy declined. The only country with any declining LE, or rising rate of suicide. Data from

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  10. Nov 28

    China macro (think Kyle Bass) may keep you away but some great investors who invest bottom up are 'seeing more value opportunities than we’ve ever seen before'

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  11. Retweeted
    Nov 26

    Pity the students who were told just a few years ago “STEM” was crucial to their lives. Maybe they chose courses because of that. Now the zeitgeist changes as they graduate. Never trust advice about what skills & knowledge is needed in the future. ”Study” what you find fun.

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  12. Retweeted
    Nov 23

    'Mass consumption Abhors a Vacuum' h/t

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  13. Retweeted
    Nov 21

    Thought cages are the cognitive equivalent of a Faraday cage: radical new ideas can’t get in, so stale old ideas thrive. leads us along 10 such Thought Cages, introducing provocative new thoughts, in a super BBCR4 series. Recommended:

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  14. Retweeted
    Nov 20

    The highly sophisticated Nature, ladies and gentlemen. Only the finest minds...

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  15. Nov 21

    The art of not reading - Schopenhauer

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  16. Retweeted
    Nov 19

    "A fund’s size is one of the most important determinants of returns potential. Returns should deteriorate very quickly with increasing scale." ?

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  17. Nov 14

    Steve Eisman (of Michael Lewis' Big Short fame) helpfully reminding us Corbyn the bigger risk than Brexit

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  18. Nov 9

    So Type 2 Diabetes can be largely ameliorated/'cured' by diet at no cost and seems similar for Myopia. If anyone figures out how to improve willpower in the general population think of the industries that would be affected.

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  19. Retweeted

    “The EU is keen that the UK doesn't somehow depart wildly from the rest of the continent in ways that gives it enormous competitive advantages”. That is all you really need to know about these negotiations. Bind the Brits in.

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  20. Nov 5

    Worth listening to anyone who has outperformed the market 12% a year since 1995.

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