Dispatches from a financialized world.
Platform | Substack | Pricing | Only free issues | Publishes | Weekly |
---|---|---|---|---|---|
Issues | 27 | Subscribers | Read | drrichardsmith.substack.com |
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It’s been a while, I know. The last note I wrote was in November of last year. Where have I been? I’ve been heads down putting my latest ideas to the test by risking my own capital in the markets every day.
I’ve spent the past couple of weeks immersed in Neil Howe’s new book, The Fourth Turning Is Here, in order to prepare for a conversation with Neil and with Ben Hunt from Epsilon Theory.
> With the screen behind him showing a photo of a goldfish, trapped in a bowl and looking at a question mark, he made it clear what he thought the audience would become if they chose not to adopt AI in their lives.
October is nearly always a scary time for markets. For some reason, year after year, we seem to love to scare ourselves silly starting in late July and peaking in early to mid-October. It’s as predictable a thing as there is in markets.
The writers behind this newsletter.
Chairman, Foundation for the Study of Cycles. Co-founder and CEO of Finaic. Author of Risk Rituals and Risk Memo.
Writer, proofreader, editor.
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