This is my attempt to educate myself, and hopefully others, about markets and marketplaces. There has been a paradigm shift in the public and private markets where investors are looking for more alternative strategies to find value. This isn’t a cycle or a shift in asset allocation. It’s the start of a new type of investing, a new type of investor. A new model. Granted this shift started about 10 years ago, post-market crash, but the momentum has started to snowball. My theory, or my hope, is that by analyzing the history of markets, and current marketplaces, will point to where these new markets are headed.
I like to think of myself as a writer, or I pretend to be. But as Kurt Vonnegut wrote, “you are whatever you pretend to be.” By writing things down and getting my thoughts down on paper it will become more clear for me and hopefully the reader.
Be forewarned, I will be very liberal in my use of quotes…I’m just trying to “skate to where the puck is going,” – Wayne Gretzky.