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Minds of the Market

Profiles of investors, traders, and others who navigate the markets.
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Great Investors See Things Differently (Are Mental Models Actually Pointless?)
Michael Steinhardt: "The only analytic tool that mattered was an intellectually advantaged disparate view. This included knowing more and perceiving the…
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Frederik Gieschen
2
Stanley Druckenmiller is not a happy camper (speeches at Sohn & USC Marshall)
“The debt ceiling is like sitting on the Santa Monica pier and you see a 30 foot wave and you're worried about it. There's a 200 foot tsunami 10 miles…
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Frederik Gieschen
The Virtues of Great Investors: Mark Sellers and Jason Zweig (How is Your Writing?)
"Just like a company needs to develop a moat or suffer from mediocrity, an investor needs some sort of edge over the competition or he’ll suffer from…
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Frederik Gieschen
3
The Derivative Thinker (Robert Wilson, Part II)
"The greatest pleasure and thrill of my life was making money in the market. A lot of people get the excitement in their lives from their relationships…
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Frederik Gieschen
2
Robert Wilson and The Danger of Hubris
“It’s been a quiet life. The market has provided the excitement.” Robert Wilson
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Frederik Gieschen
Michael Platt Addendum: Inside the Trader's Mind
"There are three things you need to make money. You need a decent fundamental story, a good trend that looks like it will carry on, and the market…
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Frederik Gieschen
Hedge Fund Investing is Hard & Michael Platt's Obsession with Risk
"I don’t have any tolerance for trading losses. I hate losing money more than anything. Losing money is what kills you. Not the actual loss. The fact…
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Frederik Gieschen
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