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Re: Investing/Mental Models - The Perils of Surfing the S(e)ine.
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Re: Investing/Mental Models - The Perils of Surfing the S(e)ine.

In the world of finance, economics, and even surfing, there's a seductive simplicity to riding straight lines. But if the underlying process is Cyclical, watch out for Inflection Points!

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Michael Kao
Jul 13, 2024
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Kaoboy Musings
Kaoboy Musings
Re: Investing/Mental Models - The Perils of Surfing the S(e)ine.
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Ah, Paris! The city of lights, love, and lanes clogged with scooters. I recently returned from a delightful trip to this iconic metropolis, brimming with baguettes, culture, and, of course, the majestic Seine River. As I wandered along its banks, a thought struck me—what if we could surf the Seine? This whimsical idea soon morphed into a mathematical Mu…

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