This is where I will be posting public content from my professional life as well as aspects of my personal life and hobbies. After 30 years of developing products and software systems for the Internet, I am finally starting to put a bit more public information on the Internet. As with nearly everything else on the Internet, this is very much a work in progress.
tl;dr: Taleb’s iconoclastic thoughts on investing and other areas of life...
I enjoyed Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets by Nassim Nicholas Taleb, but this may be because Taleb’s thinking on many subjects aligns with my own. The basic thesis of Fooled by Randomness is that outcomes in some professions, such as investing, exhibit a potentially high degree of randomness. Those who outperform the markets for a while are often thought of as skillful and compensated accordingly. But they often experience a comeuppance when unforeseen and unhedged events go against them. In fact Taleb’s second-hand examples of this are some of the most amusing parts of the book...
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