
Musing_m
689 posts

Musing_m
@musing_m
Investing. Notes to self. kindle book deals.


Got this delivered yesterday,still at chapter 5 but lot of "aha" moment for me.

I love this book. It distills macroeconomics into the key building blocks: output, money, and expectations. In just 150 pages, it offers a clear forest view of what really matters in macroeconomics and shows how those ideas play out in real life. amazon.com/Concise-Guide-…

Yes, markets are expensive. P/E 24.4 vs median 22.1. Does knowing that help? Barely. 26 years of Nifty 500: starting P/E has almost no relationship with next year's return. 2007 and 2011 started at similar valuations around 20x. One returned +63%, the other -25%. The P is today. The E is yesterday. Returns are made by tomorrow's E, which isn't in the ratio.



A very decent book and a good one for those joining a company at a management level. Lots of good thoughts.





Picked up this book to browse; it had come to the office perhaps from publisher. Racy, full of anecdotes. You would be glued to this page-turner. Surprisingly good writing by an investment banker. Hope there’s more to come @alok_sama


this equation is sheer poetry. had come across this in a 3blue1brown video to understand the intuition. still blows my mind

Review: Everything is Predictable - @TomChivers ***** I can't remember when I last enjoyed a maths book as much as this celebration of Bayesian statistics, and how scientific studies would benefit from using them. Great! popsciencebooks.blogspot.com/2024/05/everyt… #bookreview #popularscience #bayes

Reading this now .. on recommendation in one of @safiranand tweets .. I’m hooked on from the line where they state that it’s not “what to buy” that’s matters as much as “how much to buy” .. most of my mistakes were also position sizing on bets that went wrong and costed me decades of savings to crawl out of the hole I dug for myself .. and hence can resonate with the premise of the book ..

8) Concepts Of Physics (HC Verma) It is a totally different attempt to teach physics. The exposition of each concept is extremely lucid. In carefully formatted chapters, besides problems and short questions, a number of objective questions have also been included.



