20211007 Tamim Investment Reading List

Albert EinsteinThe TAMIM team is always diligently researching, reading and scouring the internet for information and ideas that will shape our investing future. We have decided to compile our list of favourite reads together here each week for your convenience and hopefully education – enjoy the reads and various views.

We have no theory of inflation Inflation is the biggest debate in macro. The models don’t work. (Value Added)

Private Equity is Notoriously Opaque. Researchers and Investors Say This is No Longer OK (Institutional Investor)

Can We Suck Up Enough CO2 to Cool the Planet? (Reasons To Be Cheerful)

Nobody Really Knows How the Economy Works. A Fed Paper Is the Latest Sign (Upshot)

How Miami Seduced Silicon Valley (New York Magazine)

Babel: Could a machine have an unconscious? (n + 1)

Are Rising Interest Rates Bad For Tech Stocks? (A Wealth of Common Sense)

Climate Change Is the New Dot-Com Bubble (Wired)

Earth, Venus, and the Moon may all be victims of ancient hit-and-run planetary collisions (Syfy Wire)

‘Most Americans Today Believe the Stock Market Is Rigged, and They’re Right (Businessweek)

​Happy investing,

The team at TAMIM



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