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I have been engaged in a number of side projects for the last few months. One of them is writing a book about myself. I have written about eight chapters, but I am struggling to finish it off - there is just so much happening in the world today. So I have decided to serialise the book - that way, I am setting a deadline for myself to get my act together. Below is a taste….

OUTSIDER TRADER

They were the last big investor, the last hope, and the last chance to keep the dream alive. I was running out of time. The partners had given me a few years to work things out, but I was a loss-making venture; I was running on borrowed time. I had known it would be hard taking over from John, but I had never contemplated failure before. Not really. Now it was staring me in the face. And I was calm.

It is live here - OUTSIDER TRADER. I have also added a podcast for those who prefer to listen than read.

Also as previously announced, I have been working with a new website Slice. Slice is still a relatively new website - but it does offer competition to substack. They have improved both the front facing and back facing aspects of their website over the last few months, so I am making a renewed effort with this website.

With Slice, I think it works better with the “short selling” part of my business. Short selling naturally requires more trading, and by definition can not just short and forget (unlike long investing where buy and forget works). I also know that more trading oriented of my substack subscribers are very keen on short selling (as a rule, people tend to pay more for short selling as it so difficult to do). For that reason, I am skewing my Slice page to more short focused ideas.

Another feature I like is the portfolio part of the website. Again I am going to skew this to more short ideas.

Slice is more expensive than substack, and does not offer a free option. But if you are interested in trying, I am offering 50% of for the first 6 months - use BRUMBY50 as code. Any problems, drop me a line. With Slice, you get more a stream of consciousness, and less of the considered thought you get here. Find it here.

Enjoy!

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Capital Flows and Asset Markets

UPDATE - BOOK AND SLICE