Inaugural Post

the Dynamist is launched.  My investment philosophy is to use my understanding of business cycles and technological progress to identify opportunities where growth prospects are under- or over-appreciated.  Of course, I am always learning more, and will chronicle the evolution of both my investment philosophy and the actual economy, markets and technology.  I target opportunities that are generally based on a 3-5 year target window, but sometimes will venture to make predictions of a longer- or shorter-term nature.  I will also write book reviews on books that I feel add to my knowledge base or that I just enjoy.

Dynamism is a philosophy that acknowledges the role of risk and shifting (dis)equilibrium in the economy.  By using my understanding of the evolution of technology, markets, political movements, etc.  I try to spot opportunities where I think the odds are favorable to bet against the conventional wisdom.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.