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Keegan Burkholder

Highlights

Dec 28 · linkedin

Looking through the news, and of course all of the upheaval going on and trying to remember. No matter how much it looks like the world is going to hell, and no matter how much we predict that it is, optimism is the best bet the majority of the time, because the world tends to get better not worse.

Have a great new year my friends.

Sep 2 · linkedin

I think one of the greatest studies we can have as an investor is history. Not just financial history. Specifically how cultural and social shifts occur within civilizations. What leads them to rise. What leads them to die.

The big streams of energy that we are monitoring right now that we believe we can extract value from our investors for?

  1. Housing affordability- Our main focus, especially as we see a drying in the economic stream worldwide.
  2. AI- Our secondary focus, how can we use AI to efficiently calculate the streams of economy and civilization.
  3. Cultural Relations- How will BRICS effect globalization and trade, how will domestic politics effect culture, and how will affordability issues effect the populus vs the elites etc.

I think these are all of the greatest opportunities and threats going into 2024.

What are your thoughts?

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Keegan Burkholder
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