Investor DNA 05/18/2020 — Some Thoughts, Worries and Questions About the Crisis

You are about more than investment ideas

Dear Reader

Battle of Texans: : On May 20th, our friend Tim Barret of TTU is budding heads with (our future friend) TJ Carlson of Texas MERS on a host of topics. Okay.Okay… the official trailer reads “… A conversation with T.J. Carlson from Texas Municipal Retirement System and Tim Barrett from Texas Tech University System, moderated by Sarah Samuels from NEPC. …”. Register here. Hosted by DiligenceVault.

From Texans to a Titan: I just watched Arnold Shwartzeneger’s inspiring speech on youtube. It only makes sense to include it in the paragraph after Tim and TJ…..

Positive note on negative oil explained? I came across this clear writing by Brett Freidman and his colleague Henry Lichtenstein entitled “Negative Oil Prices: They Didn’t Have to Happen!” Definitely worth a quick read.

Was listening to Professor Monk and Sloane Ortels’ podcast, FreeMoney (“The Next Wave Could Be a Doozy”). He introduced me to this cool company called Metabiota. Now this looks like a real pandemic modeling shop. Listen to the podcast AND check out this company. Their pandemic tracker is awsome. Still The closest abstraction of reality is reality itself.

Today I reason with you!: See here our DD and DDQ library. So you have developed your own. Don’t you think if everyone submitted theirs’s we would end up with a better document? Send…