A whistlestop history of investing theses
Very well done. A nice article.
This was a fun jaunt through history, thanks for doing the digging and laying it out so neatly!
Great post! Love to see these breakdowns. One thing I’ve always wondered is how you break down holdings in financial assets further into real assets - the real stuff all the paper winds up pointing to. Like what are all the pensions invested in, and what drives the value of those holdings?
Broken markdown in “the investing foxhole” FYI.