We stay in a VUCA world fraught with dangers of the unknown unknowns variety. These dangers can’t be recognized upfront or be quantified.

How does one put money into such an surroundings? Ought to we cease taking any dangers? That’s we contact upon within the Lighthouse March 2023.

Not too long ago I occurred to return throughout Mark Spitznagel’s e book – Secure Haven – Investing for Monetary Storms. I need to say my pondering, for now, has been fully upended.

Mark has supplied an entire new basic framework to consider the world and investing or not investing. Within the course of, he throws away a number of fashionable finance instruments out of the window.

I used to be stunned to know that he considers Warren Buffett to be his biggest affect and Nassim Taleb his mentor.

Do learn the e book for those who can. He has additionally accomplished a number of interviews – accessible on Internet/Youtube.

Within the Lighthouse March 2023 version, we cowl the next:

• What can go mistaken, will
• State of the Fairness & Bond Markets – What’s extra engaging now?
• FundTalk – Quantum Gold Fund (Gold is an funding or insurance coverage?)
• Up to date Fund Watchlist
• What does the Asset Allocation Indicator together with VIX inform us?
• Lastly, 2 extra Phrases Simplified

Begin studying the newest version beneath (browser solely) or obtain from right here

In case you like what you learn, do share additional with your mates.

I additionally look ahead to your feedback and suggestions.