"We can learn from that. We’re constantly barraged by mostly meaningless information. In my own experience, I have found out two things to occur: information that typically has high signal value will either be actively sought out or will find me itself. I try to stay abreast of events, even subconsciously, but I don’t try to understand them all. I let them coalesce and form some collection that can be drawn upon later on, so that the dots can be connected. The headline is enough."
This is some great insight. I used to follow crypt-sceptics pretty intensively before, and mostly stopped doing that in 2022. Then early November, without me searching for it, I came across the CoinDesk article that stated that FTX was insolvent. I have wondered about that event before, it does indeed feel like high signal events will quite easily find you, if you stay attuned. But it also feels scary to make that into my modus operandi.
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, truth, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
“Built to Be Left.”
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
The Dow was down all spring and summer of 1962. Fall came, it perked up, it just slowly went up and up from October to December. The Cuban Missile Crisis was early November- you won't find it in the Dow.
New subscriber reading old posts. Wow, wow. You sure have mastered the art of writing and your posts speaks mountains of knowledge and experience.
“Information is great, sure. But it’s better to have none of it than all of it. Having too much information leads you to conflate knowing things with understanding them. Information is like a safety blanket. It doesn’t really protect you, except maybe from your own emotions.”
Great piece...reminder of history. Signal -vs- Noise...BS detector toward creating "Decisional Space" in order to make better Decisions/Execution....GoodStuff!!! As a reminder from others...there is no "Alpha" in following consensus...
Damn, great article.
"We can learn from that. We’re constantly barraged by mostly meaningless information. In my own experience, I have found out two things to occur: information that typically has high signal value will either be actively sought out or will find me itself. I try to stay abreast of events, even subconsciously, but I don’t try to understand them all. I let them coalesce and form some collection that can be drawn upon later on, so that the dots can be connected. The headline is enough."
This is some great insight. I used to follow crypt-sceptics pretty intensively before, and mostly stopped doing that in 2022. Then early November, without me searching for it, I came across the CoinDesk article that stated that FTX was insolvent. I have wondered about that event before, it does indeed feel like high signal events will quite easily find you, if you stay attuned. But it also feels scary to make that into my modus operandi.
okay but up or down LOL ?
Hello there,
Huge Respect for your work!
New here. No huge reader base Yet.
But the work has waited long to be spoken.
Its truths have roots older than this platform.
My Sub-stack Purpose
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, truth, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
“Built to Be Left.”
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
It is the system’s operating principle”
Experience first. Return if it speaks to you.
- The Silent Treasury
https://tinyurl.com/48m97w5e
Excellent article. Thank you.
The Dow was down all spring and summer of 1962. Fall came, it perked up, it just slowly went up and up from October to December. The Cuban Missile Crisis was early November- you won't find it in the Dow.
New subscriber reading old posts. Wow, wow. You sure have mastered the art of writing and your posts speaks mountains of knowledge and experience.
“Information is great, sure. But it’s better to have none of it than all of it. Having too much information leads you to conflate knowing things with understanding them. Information is like a safety blanket. It doesn’t really protect you, except maybe from your own emotions.”
Great piece...reminder of history. Signal -vs- Noise...BS detector toward creating "Decisional Space" in order to make better Decisions/Execution....GoodStuff!!! As a reminder from others...there is no "Alpha" in following consensus...