VINDICA

  I have always found stock market investing to be an interesting topic.  This is mainly because I am not very good at it.  My boss throws a lot of zingers at me.  One of my favorites is what he had to say about my abilities as a project manager - "you can become a mediocre project manager if you work really really hard at it".  Well, it did make me try really really hard.  It is the same with stocks.  Most of my life, I have been mostly an external observer of it, since I know myself and I know my limited stomach for risk. A few things have changed in the last few years.  Financially, we are at a much better place and I realized that I can afford to risk a lot more without really denting the outlook of our financial future.  The second is the growing realization that you mostly learn about investing by doing , not by learning .  The reason being that your investment philosophy needs to be aligned with your own personality (in my case, t...

Nice story from Atlantic - post mortem of the American response to the pandemic cast as a National Transportation Safety Agency report of a crash.   https://www.theatlantic.com/politics/archive/2020/06/how-white-house-coronavirus-response-went-wrong/613591/

After failing to protect the country from massive infection, the administration has basically decided to pretend like its all over.  The virus, meanwhile is entering deep into Trump country.  The list of states with most new cases is now dominated by states won by Trump in 2016. Meanwhile, the protests triggered by killing of George Floyd seems to be turning public opinion against Trump (against my expectations). Finally, the BLM movement seems to be gaining irreversible traction: