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A collection of 2 posts

It's Not Different This Time
Markets

It's Not Different This Time

These markets are fractal, the supercycle was a farce.

  • Faizan Khan
Faizan Khan May 2, 2022 • 9 min read
Investment Themes in a Populist Era
Populism

Investment Themes in a Populist Era

Beyond simply looking at technology sectors and trends, a long term investment thesis should incorporate the zeitgeist of our time and sociopolitical trends, as these things are all inextricably linked. Macro investors like Ray Dalio have pointed out a growing sentiment towards populism while this debt/business cycle comes to

  • Faizan Khan
Faizan Khan Feb 1, 2018 • 5 min read
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