pandemic – SOT Advisory

PSST… We Don’t know what’s coming next.

Normal isn’t coming back. There is no such thing. Never was. No steady state equilibrium. There is only ongoing disruption and adjustment. The economy is always adapting to find better “Patterns of Sustainable Specialization & Trade” (“PSST” by economist Arnold Kling). When conditions are relatively stable, we specialize and optimize: 2% efficiency gains here, some…

April 21, 2020Stevepandemic, predictions, strategy

Let’s Talk About Your Big But

Everyone I know has a big “but”. My plan was perfect, BUT there is a pandemic. His algo was brilliant, BUT trading was halted. I’ve never seen so many but’s at once. These are strange times. Strange enough to seek the wisdom of Pee Wee Herman. In his 1985 movie, Pee Wee tells Simone, basically:…

March 18, 2020SteveCareer, pandemic

SOT Advisory

Strategy Ops & Tech

Category: pandemic

PSST… We Don’t know what’s coming next.

Let’s Talk About Your Big But