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Notes of an Amateur Investor

David

A slow newsletter about a fast subject

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Substack
PricingOnly free issuesPublishesWeekly
Issues15Founded2 years agoLast Issue22 days ago
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Latest Issues

Ataraxia

A couple of weeks ago I stopped drinking coffee. I had been drinking one cup a day, occasionally two, for many years, which I know is nothing. People drink three, four, five cups. But I stopped a couple of weeks ago because I’d started to t...

22 days ago

Newton's farmhouse

I’ve been reading a bit about Isaac Newton’s life during the plague years. Cambridge shut down in 1665, so Newton went to live at his mother’s farmhouse. No lectures, no real correspondence, none of the normal rhythms of academic life. Just...

a month ago

A note on priors

I came across a new substack called Roaming in Bayesland by Massimo Fuggetta. It’s not easy reading and I’m going to oversimplify things here, but I think it’s the most creative investing writing I’ve come across in a while. I’m in the midd...

2 months ago
2
2

Missing the boat

Listened to a podcast yesterday about Iran. The two analysts were recommending oil company stocks, which they said were still undervalued. Anyways, 24 hours later and there is a ceasefire and oil is down 15%. Got me thinking about these con...

2 months ago
1

A review of "Invested"

I’ve been reading Invested: How Three Centuries of Stock Market Advice Reshaped Our Money, Markets, and Minds. It’s a history of investment writing going back to 1720. The first half is excellent. There’s one story about Gregor MacGregor, w...

2 months ago

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