By Athenarium / Posted on21/04/2022 Surviving Low Growth — Toyota’s Taiichi Ohno on Just-In-Time and Autonomation Rational supermarkets, autonomic systems, and isolated islands.
By Athenarium / Posted on19/04/2022 Looking Through Fogs — Ben Graham on Defensive, Enterprising, and Bargain-Bin Investing Minimum standards, repeatable filters, and the cynics in a thick fog.
By Athenarium / Posted on12/04/2022 Nassim Taleb on Intellectual Idiots, the Lindy effect, and Ensemble Probabilities Time, ensemble, and one idiot’s hope.
By Athenarium / Posted on07/04/2022 Impermanence, Shelf-life, and Scale Economies Shared — Notes from Howard Marks, Nick Sleep, and Others Super cycles, fade avoidance, and analytical prudence.
By Athenarium / Posted on28/03/2022 Mr Market — Benjamin Graham on Price Prediction and Market Madness The irony of wants and prices, and the mercurial Mr Market.
By Athenarium / Posted on21/03/2022 Adaptive Markets Hypothesis — Andrew Lo on Efficiency and Evolution in Finance Adaptive markets and rationalizing animals — pushing finance in the right direction.
By Athenarium / Posted on16/03/2022 The Wisdom of Crowds — James Surowiecki on Ant Mills and Financial Spirals Diversity, independence, decentralization, and aggregation can make for smarter crowds.
