The Week That Matters (26th-30th September, 2022)

"I'm a woman, I'm a mother, I'm a Christian" Giorgia Meloni

Channeling ghosts from the past is a mistake

This newsletter believes two things often hurt long-term alpha creation during times like this. First, we often focus too much on one period from the past that superficially helps us bookmark current events. Second, we attach far too much credit to people who seemingly solved the issues from the period in ques…