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Investor DNA 03/27/2020 — Is It Too Late to Derisk?
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Dear Reader
DCRO Crisis Sentiment Index — Pandemic Edition: DCRO has relaunched a Pandemic version of its Survey of risks . It is open to all folks. If you wish to take it and be added to the distribution of results, please contact David Koenig.?
Howard marks the spot: See Howard Mark’s latest letter, as well as past letters. This is in my library, pasword selection required.
Flattening the curve: It seems that the COVID-19 virus has done more for statstics education than anything else. Everyone understands what flattening the curve means these days…. whats next? Heteroscedasticity?
Driven out of town. What 9/11, Blackout, Hurricane Sandy, riots, and other natural and man-made disasters couldn’t do, COVID19 did. I have moved my family out of NYC and to Vermont. My thinking was that I dont want to get sick during the peak of the wave. Super sad….
ARE THERE ANY ARTICLES WORTH SHARING WITH THE COMMUNITY? Please forward them to me.
How to work from home. Investor DNA lessons. I have been remote working for 3 years. These are my lessons. Please submit your suggestions and I will share them with all.
- Claim your corner. It is most important to physically claim a corner as your office. Especially for those that live in NYC where space may be scarce.
- Claim your time. Because you are…
