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Sean’s Blog

ray dalio – “the three big issues and the 1930s analogue”

Ray Dalio is widely considered one of the greatest living investors. He is the founder of Bridgewater Associates, as well as a master educator through How the Economic Machine Works and his latest book Principles For Navigating Big Debt Crises. What follows are my...

raoul pal’s “doom loop”

Real Vision, the “Netflix of Finance”, started a series of episodes exploring the possibility of a recession on the horizon. Raoul Pal, Real Vision cofounder and mastermind behind the Global Macro Investor newsletter, opens the series with Is a U.S. Recession Coming?....

fate of empires – john glubb

Sir John Glubb (1897-1986) was a British soldier and scholar. He served in World War I and later commanded Jordan’s military from 1938-1956. In his essay, The Fate of Empires and Search for Survival, he surveys 3,000 years of history and provides his observations on the human patterns behind the rise and fall of empires.

ray dalio’s “paradigm shifts”

Ray Dalio is widely considered one of the greatest living investors. He is the founder of Bridgewater Associates, as well as a master educator through How the Economic Machine Works and his latest book Principles For Navigating Big Debt Crises. What follows are my notes of Dalio’s article Paradigm Shifts, which provides an overview of big economic paradigm shifts since 1920, our current paradigm, and a shift he sees beginning in the next few years.

money, sound and unsound – joseph t. salerno

Joseph Salerno (b. 1950) is an American economist of the Austrian School. In 2010, he wrote Money, Sound and Unsound, where he provides a wide-ranging application of Austrian monetary theory across history. I read this book for a course with Saifedean Ammous: The...

on the origins of money – carl menger

Carl Menger (1840 – 1921) was an economist and founder of the Austrian School of Economics. In 1892, he wrote On the Origins of Money, where he argued that money is not created or sanctified by the State, but instead money naturally emerges from the marketplace.

passing the pmp

After dodging the Project Management Professional (PMP) certification for 15 years, I finally hit a contract requiring it. Nearly everyone I know who is a PMP attended a week-long cram session for about $4000. Shortly after, they sat for and passed the exam. Clearly, this is a certification you can cram for. Fortunately, I had enough time to do it my way.

walking over creative obstacles

Creative work is not a selfish act or a bid for attention on the part of the actor. It's a gift to the world and every being in it. Don't cheat us of your contribution. Give us what you've got. ~ Steven Pressfield, The War of Art: Break Through the Blocks and Win Your...

bamboo metaphor for learning

I skim an article about Chinese bamboo. Apparently, once the seed has been sown, you see nothing for about five years, apart from a tiny shoot. All the growth takes place underground, where a complex root system reaching upward and outward is being established. Then,...

walking anger into the ground

An Eskimo custom offers an angry person release by walking the emotion out of his or her system in a straight line across the landscape; the point at which the anger is conquered is marked with a stick, bearing witness to the strength or length of the rage. ~ Lucy...