Charlie Munger’s Most Important Mental Model

[Valuewalk premium advertisement ad unit]() [Privacy Policy]() [Charlie Munger’s Most Important Mental Model](=) In my opinion, One of Charlie Munger‘s most powerful mental models is the idea of inversion. The investor borrowed this principle from German mathematician Carl Gustav Jacob Jacobi. Put simply, Jacobi believed that one of the easiest ways to find an answer to any question is to flip it on his head. Instead of asking why something is happening, we should ask why something isn't happening. […] [Read More](=) [These Are the 10 Best Performing Trading Inverse Debt Funds]( Inverse debt funds and ETFs (exchange-traded funds) are financial instruments that move in the opposite direction of their target index. For instance, if the index is falling, the inverse debt funds will go up. Since such instruments move in the opposite direction of the target index, they serve as a useful hedging tool. Generally, such […] [Read More]( [Warren Buffett Portfolio Holdings as of 03/31/2022]( Berkshire Hathaway is the holding company of super-investor Warren Buffett. He transformed a struggling textile mill into a conglomerate with a significant portfolio of equites and significant interests in railroads, insurance, utilities, industrials etc. [Read More]( [Jeffrey Gundlach: Why A Recession Is Likely In 2023]() In his recent interview with Fox Business, Jeffrey Gundlach explained why a recession is likely in 2023. Here’s an excerpt from the interview: [Read More]() [The Market Loves To Destroy Hubris](=) Q1 2022 hedge fund letters, conferences and more [Read More](=) [Buying Fast Rising Stocks Without Rising Profits or Growth Ends Bad](=) “Davidson” submits: Every forecast leans defensive when expanding rate spread indicates a more aggressive investment stance. The question is more where one should invest, not if. The ‘where’ is in industrial companies supplying the infrastructure underlying economic expansion. My analysis leans far away from those companies previously COVID-favored as still very over-priced i.e., AAPL, NVDA, […] [Read More](=) [facebook]() [twitter]() [linkedin]() [instagram](=) Copyright 2021 VALUEWALK LLC, All rights reserved. You are receiving this email because you subscribed to this newsletter on [valuewalk.com]() [Unsubscribe]( or the 295 Madison Avenue 12th floor, New York, NY 10117 973-685-6523