A journey of a thousand miles begins with a single step – Lao Tzu

I’ve been thinking about starting a blog for years but for many reasons never got around to it. The idea behind the blog is to not only share my journey as an investor and as a student of markets with the world at large, but also to connect with and learn from others along the way.

I have spent more than three decades learning the wonderful art of investing and speculating in markets, both as a macro observer and as a bottoms up stock picker. It has mostly been self taught to the extent you can describe reading investing books, newsletters, blogs, interview transcripts and watching videos as self-teaching.

As I write this in February 2019, the world finds itself in uncharted territory in terms of markets, risk, volatility, economic growth (or lack thereof), fiscal and monetary policy setting, geopolitics and of course the opportunities that this complex set of circumstances represent.

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