RECM: Follow your conviction
The weekly letter

A letter,
every week.

Piet writes weekly on markets, economies and life in general. The letter is not research and it is not a sales document, it is thinking out loud, in public, with a long memory.

143 letters
Vol 4 no 35

A Reflationary World

Latest
Vol 4 no 34

Simple, not easy

Vol 4 no 33

A Dissenting Voice

Vol 4 no 32

The Kindleberger Trap

Vol 4 no 31

Niu Lai

Vol 4 no 30

The Opium Wars

Vol 4 no 29

China vs. USA

Vol 4 no 28

Via Negativa

Vol 4 no 27

Pareidolia

Vol 4 no 26

Onshore vs. Offshore

Vol 4 no 25

Crowds

Vol 4 no 24

We Are Not Crows

Vol 4 no 23

Stockholm Syndrome

Vol 4 no 22

The Arc of Technology

Vol 4 no 21

Singleton Says, Part 2

Vol 4 no 20

Singleton Says

Vol 4 no 19

Tomorrow Starts Today

Vol 4 no 18

To The Moon

Vol 4 no 17

Defining Your Edge

Vol 4 no 16

Investment Heaven

Vol 4 no 15

Investment Strategy, Revisited

Vol 4 no 14

I Have Questions

Vol 4 no 13

On Misjudgments

Vol 4 no 12

Asian Odyssey