Book and Sword

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“幸福的是那些能够认识事物原因的人。”

投资是爱因斯坦的猫,或者说,泰勒斯谬误

文章通过泰勒斯预测日食和橄榄收割的历史典故,引出“泰勒斯谬误”:许多人误以为如果能预测自然现象,就能预测市场并致富。作者反驳了这一观点,指出市场本质上是不可预测的复杂人类行为,试图精准预测未来是绝大多数人的失败策略。 文章结合塔勒布等现代投资者的观点,强调成功的投资并非依靠“聪明”的预测,而是遵循枯燥但可靠的规则:每月储蓄、分散投资低成本的收益资产(股票和债券),并在数十年间坚持复利。 这种“像看草生长一样”的投资方式,虽缺乏刺激,却能穿越经济周期,是比预测更可靠的致富路径。
评论点赞收藏14 天前

合作、胁迫与海军主义

海盗问题靠海军压不住,靠的是沿岸有功能正常的政府。1812年五大湖区军备竞赛后英美签《拉什-巴戈特协定》限制舰艇,海盗从此绝迹;罗马帝国用client states而非巨型战舰控制地中海,海盗问题也解决了。 现代切断国家贸易的手段早已不是海军封锁——美国用制裁、支付系统、金融管道就能阻止伊朗、朝鲜等国贸易,比派军舰登检有效得多。 建立沿岸治理+贸易红利,比军备竞赛更划算。
评论点赞收藏35 天前

A Citation to Asimov

阿西莫夫在回忆录中解释为何不加入门萨等高智商协会——他认为高智商不等于理性,门萨成员同样可能持有偏执和种族主义观点。文章还提及他与埃利·维塞尔的辩论立场,以及作者对阿西莫夫时代的怀念。
评论点赞收藏45 天前

Achaemenid Round Targets

When we think of shields in the ancient Aegean, we usually think of the round Argive shield with its rim and armband, and the crescent-shaped Thracian pelte with its straps. These are the shields whic...
评论点赞收藏49 天前

诱惑与它的去向

金钱超过基本需求后回报急剧递减,真正有价值的是把财富当作系统去推动你在乎的事,而非为积累而积累。文章引用创业CEO访谈与阿加莎·克里斯蒂小说中的警示:想用钱改变世界的人,最终想成为上帝。 核心判断是:人生最重要的决定之一,是选择听谁的话、尊重谁。
评论点赞收藏54 天前

未来不是被预言的,而是被共同创造的

未来不是被预言的,而是由数十亿人的行动共同塑造的动态系统。天气预测的困难不在于数据不够,而在于系统本身混沌——微小的当下差异会放大成巨大的未来差异。 接受这一点,意味着承认没有人或机器能告诉你接下来会发生什么,但同时也意味着每个人都有责任参与创造未来。
评论点赞收藏64 天前

What Clausewitz Knew

Clausewitz … experienced years of intense and bitter conflict, first in the crushing defeat in 1806, then in the grueling retreat into the Russian interior, and finally fighting to Napoleon’s defeat i...
评论点赞收藏69 天前

Thirteen Years an Index Investor

There is an urban legend that a brokerage once found that its best-performing accounts belonged to clients who were dead so could not meddle.1 Financial planners often rely on the theoretical performa...
评论点赞收藏77 天前

Cross-Post: A Panel at IMC Leeds 2027

From Facebook. Call for Papers. ‘Arms, Armour, and the Arts of Combat’ at Leeds International Medieval Congress, July 2027. We kindly invite proposals for papers and panels on any aspect of arms, armo...
评论点赞收藏77 天前

An Indian Kopis from Deepeeka

I now own an Indian copy of a Greek kopis “cleaver” (pl. kopides, from the verb koptein “to split, hew”), a type of forward-curved sword or long knife used all over the northern Mediterranean from the...
评论点赞收藏98 天前

Praising by Faint Damn

A chat about an eugenicist in California made me think about rhetorical tricks. My gentle readers are familiar with objective allies, where the centrist journalist cries “that candidate is horrible an...
评论点赞收藏119 天前

The Great Rebalancing

In May a company I remember called Google declared war on the web. They propose to replace all their search results with slop. The predicted consequences are emerging, such as searches for strings whi...
评论点赞收藏126 天前

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