A post-covid pivot

I started this website to put focus on important investment principles and perspectives. I then complicated things by working to build a comprehensive education framework (five seperate but intertwined frameworks).

But then drunk investing got popular.

The below message was intended to be an introduction to an education portal on this website, however I've realized that pushing this message in this inebriated market is akin to being the bible salesman at the bar.

Back to my original focus, which is to hopefully offer relevant insight. For example, in July of 2018, before the rise of Cathie Wood, I wrote of (here) the rise of GoGo mutual fund managers of the late 1960s (these funds were essentially the original Cathy Woods of the world). Funny enough, at the time of my note I had never heard of Cathie Wood! Now she is famous. Yet her ARKK etf has lost money since my original 2018 post. So what happened between now and 2018? Obviously drunk investing but also a surge in a sort of thinking shared on Twitter.

Rob Dainard