Book Review: The Nihilism, Constraints and Multipolar vision for Geopolitical Alpha

Excellent book where Marko Papic outlines his geopolitical investment framework. An educational and enjoyable read with plenty of examples. Three elements that really struck me; nihilism, constraints and the multipolar vision. Nietzschean Nihilism Marko is a powerfully nihilistic analyst. It makes his research incisive, differentiated, entertaining and valuable. Something to strive towards as an analyst. … More Book Review: The Nihilism, Constraints and Multipolar vision for Geopolitical Alpha

A Conflict of Visions by Thomas Sowell

Another brilliant piece of work by the master, Thomas Sowell. Quite a theoretical book but an incredibly useful framework. I’ve observed numerous recent events through Sowell’s visions since I started reading the book. The ability for ideas to immediately infiltrate one’s framework and lexicon is a true hallmark of greatness. A vision is our natural … More A Conflict of Visions by Thomas Sowell

From 3rd World to 1st World, notes from Singapore

I recently visited Singapore and read Lee Kuan Yew’s (LKY) “3rd World to 1st World – The Singapore Story” to get a feel for the history, culture and politics. What an incredible character and an intriguing place! LKY is an unusual mixture of free-market advocate, state interventionist, anti-communist but adherent of socialism and yet he’s … More From 3rd World to 1st World, notes from Singapore