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!

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…