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Cognitive Load Is a Budget, Not an Enemy: Design for the Brain’s 4 Chunks
chunks perceive allocation
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18 September
Writer of the 25iq blog, where he distils "a dozen things I've learned" from investors, founders and thinkers. Author of Charlie Munger: The Complete Investor and A Dozen Lessons for Entrepreneurs.
People do things like buying groceries and see inflation. Ouch. Bonds don't seem like a good bet to compensate for price increases. On the margin, people dial up their allocation to stocks. Of course, many other factors are involved since markets are complex adaptive systems. Quoting @awealthofcs This year: Mortgage rates have gone from 6% to 7% 10 year Treasury yields: 4% to 5%. Inflation: 2.4% to 3.4%. Oil prices from less than $60/barrel in Jan to >$100/barrel And the stock market is up double digits but valuations are falling Why? inflation Related
15 September
Writer of the 25iq blog, where he distils "a dozen things I've learned" from investors, founders and thinkers. Author of Charlie Munger: The Complete Investor and A Dozen Lessons for Entrepreneurs.
Even if you have an IKON season pass for skiing from Alterra like me you won't get a friends and family allocation in the Altera IPO. bloomberg.com
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14 September
Economist at George Mason University, co-author of Marginal Revolution, host of Conversations with Tyler. Writes in short, dense claims about economics, culture and AI, and has moved position on AI in public more than once.
13 September
Entrepreneur and founder of Blueprint. Publishes a detailed, freely available longevity protocol documenting the food, supplements, devices and measurements he uses on himself.
Capability vs. Safety resource allocation: Nuclear: 60/40 Aviation: 60/40 Medical devices: 20/80 AI: 99/1 Do I understand the situation correctly? Related
3 September
Indian value investor who taught Behavioural Finance and Business Valuation as an adjunct professor at MDI Gurgaon. He writes the Fundoo Professor blog about investing, moats and mental models.
Apple's market cap was about $351–360 billion when Steve Jobs died. On September 1, 2026, Tim Cook's last day as CEO, it was $4.75 trillion. When Ballmer handed over to Satya Nadella in Feb 2014, Microsoft market cap was about $315B. It’s $3.7 trillion now. Similar outcome with Sam Walton and Wal-Mart. It went the other way with GE and Jack Welch. So, it cuts both ways, and I think the deciding factor is whether the underlying business quality, moat, and capital-allocation discipline survive the transition intact. Quoting @menakadoshi The events at HDFC Bank confirm two of my worst suspicions. One, celebrity founders and CEOs often leave behind a leadership vacuum. As the adage goes, nothing grows under a banyan tree. India is witnessing that more frequently as part of the great handover from post-liberalization leaders to the n… Related
13 March
Founder and chief analyst of SemiAnalysis; reports on semiconductor supply chains, AI datacentre economics and what the chip export controls actually do.
Their words
TSMC is much more excited to give allocation to Graviton than they are to tranium because they view CPU business as more stable long-term growth right and as a company that is conservative and doesn't want to ride cycles of growth too hard you actually want to allocate to the uh the market that is more stable and lower growth rate first before you allocate all the incremental capacity to the fast growth rate market.
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29 December 2025
Pen name of the Canadian-American writer behind mrmoneymustache.com, a blog on frugality, early retirement and index-fund investing that has run since 2011.
This was the first year in a long time that the US stock index (VTI) got trounced by International stocks (VXUS). I was shocked by this difference: VTI: +18.6% VXUS: +33% (!!) This was good for my @Betterment account, which holds about an allocation of non-US stocks and has thus lagged a US-only portfolio for a while. Even after this run, VXUS is much cheaper, trading at a P/E ratio of 17 (and paying a 3.6% dividend) versus our ~27 ratio for the US index which a paltry 1.1 dividend. Will the outperformance continue in the coming years to help these two competitors even back out? Historically… Related
2 September 2025
Programmer based in Vancouver who writes at scattered-thoughts.net about databases, programming language design and developer tools; author of the Imp, Dida and Zest language experiments.
15 August 2025
Founder of Terraform Industries and formerly a physicist at NASA's Jet Propulsion Laboratory; writes about energy, space and manufacturing.
Their words
I would never like hold up a flag saying I'm really good at building highspeed trains. Like that is just a sign that you're really bad at capital allocation.
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19 July 2025
Programmer based in Vancouver who writes at scattered-thoughts.net about databases, programming language design and developer tools; author of the Imp, Dida and Zest language experiments.
18 July 2025
Programmer based in Vancouver who writes at scattered-thoughts.net about databases, programming language design and developer tools; author of the Imp, Dida and Zest language experiments.
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A korrent is a belief a person has stated in their own words: one
sentence stating the claim, backed by a quote and a source, kept at
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Under a name here, the quoted block is what they actually said.
The korrent beneath it is the claim those words support, in
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else holds it.
Nobody here wrote their own korrents. They are compiled from public
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About the English under a post
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