<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>Convex Reads</title><description>Ideas with asymmetric upside: curated research, essays, and conversations.</description><link>https://convex-reads.pages.dev/</link><language>en-us</language><item><title>Welcome to Convex Reads</title><link>https://convex-reads.pages.dev/articles/welcome-to-convex-reads/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/welcome-to-convex-reads/</guid><description>Convex Reads is a curated digital garden of essays, research papers, and conversations exploring technology, systems thinking, and ideas with asymmetric upside.</description><pubDate>Tue, 08 Sep 2026 00:00:00 GMT</pubDate><category>systems</category><category>leverage</category><category>systems</category><category>leverage</category><category>curation</category><author>Convex Editorial</author></item><item><title>Have Another Drink!</title><link>https://convex-reads.pages.dev/articles/01m03pm96t9bwtadt091bka61m/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01m03pm96t9bwtadt091bka61m/</guid><description>A government study claims that even low alcohol intake has no health benefits and increases mortality risk. However, the study&apos;s data and statistical methods are unclear and questionable. Therefore, its conclusions about alcohol risks are not reliable.</description><pubDate>Sat, 15 Aug 2026 00:00:00 GMT</pubDate><author>Nassim Nicholas Taleb</author></item><item><title>The AI Engineering Skills Map</title><link>https://convex-reads.pages.dev/articles/01m02m6s2g1rvw37f8439zdb5z/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01m02m6s2g1rvw37f8439zdb5z/</guid><description>Andrew Ng shares the four key AI engineering skills everyone should learn: building and deploying AI apps, software engineering basics, using coding agents, and shaping the build. These skills help developers create better AI software and work well with fast-changing tools. Continuous learning is important because AI keeps evolving quickly.</description><pubDate>Fri, 14 Aug 2026 00:00:00 GMT</pubDate><category>ai</category><author>Andrew Ng</author></item><item><title>Power 2026</title><link>https://convex-reads.pages.dev/articles/01kzwjdtcsr3aw92zxgxcrcmgk/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kzwjdtcsr3aw92zxgxcrcmgk/</guid><description>Power prices are set by the cost of producing the last unit of electricity needed to meet demand, usually from natural gas or coal plants. Data centers and renewables affect demand and supply, sometimes lowering prices or even causing negative prices. Understanding these market dynamics helps investors, traders, and consumers make better decisions about energy use and power plant development.</description><pubDate>Thu, 13 Aug 2026 03:25:04 GMT</pubDate><category>investment-research</category><author>Neel Somani</author></item><item><title>Agents, Loops, Graphs. Everything You Need to Know in One Place.</title><link>https://convex-reads.pages.dev/articles/01kzwjpqf607j86h0dvjtzhzhs/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kzwjpqf607j86h0dvjtzhzhs/</guid><description>Agents plan and act on tasks without step-by-step help, loops keep working until the job is truly done, and graphs run many tasks at once to finish faster. Each builds on the last to make AI work smarter and more reliable. Knowing when and how to use these tools helps you get better results with less effort.</description><pubDate>Wed, 05 Aug 2026 00:00:00 GMT</pubDate><category>ai</category><author>Mahax</author></item><item><title>The New SDLC With Vibe Coding</title><link>https://convex-reads.pages.dev/articles/01kwjg5m60cwy2f303n140q82f/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kwjg5m60cwy2f303n140q82f/</guid><description>AI is changing software development from writing code to expressing intent and guiding intelligent systems. Developers now shift from hands-on coding to overseeing AI agents within structured processes. Success depends on balancing casual \&quot;vibe coding\&quot; with disciplined \&quot;agentic engineering\&quot; to build reliable software.</description><pubDate>Thu, 18 Jun 2026 00:00:00 GMT</pubDate><category>ai</category><author>Addy Osmani, Shubham Saboo, Sokratis Kartakis</author></item><item><title>How LLMs Actually Work</title><link>https://convex-reads.pages.dev/articles/01kthahf0wff44wt0k2g245jck/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kthahf0wff44wt0k2g245jck/</guid><description>Large language models understand text by turning words into numbers called tokens, then giving each token meaning through embeddings and position information. They use attention to let tokens share information and a feed-forward network to process each token independently. Finally, the model predicts the next token step-by-step, learning from huge amounts of text to get better at this task.</description><pubDate>Mon, 01 Jun 2026 00:00:00 GMT</pubDate><category>ai</category><author>0xkato</author></item><item><title>Predicting AI job exposure</title><link>https://convex-reads.pages.dev/articles/01m085ta1gq71pybe6as74h8hg/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01m085ta1gq71pybe6as74h8hg/</guid><description>It is very hard to predict how AI will change jobs because jobs and businesses evolve in complex and unexpected ways. Past technology waves show that automation often changes job tasks rather than simply replacing jobs. Trying to score or chart AI exposure by job or industry usually misses these deeper shifts and can be misleading.</description><pubDate>Sun, 24 May 2026 00:00:00 GMT</pubDate><category>ai</category><author>Benedict Evans</author></item><item><title>Forensic Workshop</title><link>https://convex-reads.pages.dev/articles/01krd5sh89n6pynwhs5zvebgfv/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01krd5sh89n6pynwhs5zvebgfv/</guid><description>Financial statements can hide problems like falling cash flow and rising debts, which signal capital loss before it is public. Companies may use tricky accounting to show growth and profits, while real liquidity and value decline. Forensic checks focus on warning signs like unbilled revenue growth, rising receivables, and cash flow gaps to spot risks early.</description><pubDate>Mon, 11 May 2026 00:00:00 GMT</pubDate><category>investment-research</category><author>Nitin Mangal</author></item><item><title>The Math Behind Position Sizing: How Much Should You Really Invest Per Trade?</title><link>https://convex-reads.pages.dev/articles/01krejtqk8h9tp6cf34j9a6nhm/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01krejtqk8h9tp6cf34j9a6nhm/</guid><description>The Kelly Criterion helps investors decide how much to invest or risk per trade to maximize growth while managing risk. Using full Kelly can be too aggressive, so many use half Kelly for safer, steady gains. Risk of ruin calculations show how increasing position size greatly raises the chance of losing everything.</description><pubDate>Mon, 11 May 2026 00:00:00 GMT</pubDate><category>investing</category><author>Henrique Centieiro</author></item><item><title>What I Learned About Billionaires at Jeff Bezos’s Private Retreat</title><link>https://convex-reads.pages.dev/articles/01kq5azd00nkd9cqqpk5rzs3q9/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kq5azd00nkd9cqqpk5rzs3q9/</guid><description>Billionaires like Jeff Bezos live in a world where money removes consequences and rules. This freedom makes them disconnected from empathy and the real effects of their actions. Their immense wealth means they act without needing to change the world, as their success is assured.</description><pubDate>Mon, 20 Apr 2026 00:00:00 GMT</pubDate><author>Noah Hawley</author></item><item><title>Myrmikan Research</title><link>https://convex-reads.pages.dev/articles/01kp3dh3ppzf4wr6zjaarr50fb/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kp3dh3ppzf4wr6zjaarr50fb/</guid><description>Rising energy prices and geopolitical tensions are causing volatility in gold and oil markets. The U.S. is focused on protecting its interests, which may split the world into competing trade spheres with different energy prices. This situation will likely lead to inflation, economic strain, and a complex future for global trade and investment.</description><pubDate>Sun, 12 Apr 2026 00:00:00 GMT</pubDate><category>investment-research</category><author>Daniel Oliver</author></item><item><title>Long-Term Money</title><link>https://convex-reads.pages.dev/articles/01knbbsq4vh7dacfeb6wwqe2ry/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01knbbsq4vh7dacfeb6wwqe2ry/</guid><description>Each generation works hard to make life easier for the next, creating more comfort and opportunities. What looks like being spoiled is really a sign of progress and hard work from the past. Our children are lucky to face different problems than we did, thanks to those who came before.</description><pubDate>Thu, 02 Apr 2026 00:00:00 GMT</pubDate><author>Morgan Housel</author></item><item><title>Untitled</title><link>https://convex-reads.pages.dev/articles/01kmf6wrcvvxkymjsngbpe3pgr/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kmf6wrcvvxkymjsngbpe3pgr/</guid><pubDate>Tue, 24 Mar 2026 06:00:44 GMT</pubDate><category>self-develop</category><author>Unknown Author</author></item><item><title>Shattered Assumptions And The Energy Quandary</title><link>https://convex-reads.pages.dev/articles/01kms0f4n2nxwh0tsjrxxp8bc3/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kms0f4n2nxwh0tsjrxxp8bc3/</guid><description>The ongoing Iran war and global tensions have made energy prices very unstable and risky. Policymakers might limit energy exports or boost coal use to manage shortages, affecting markets and politics. Investors should prefer energy producers in stable countries and watch for shifts if the conflict ends peacefully.</description><pubDate>Mon, 23 Mar 2026 00:00:00 GMT</pubDate><category>investment-research</category><author>gavekal.com</author></item><item><title>Trump&apos;s Gamble</title><link>https://convex-reads.pages.dev/articles/01kkknm98nj0dc5wqvj8hg1avh/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kkknm98nj0dc5wqvj8hg1avh/</guid><description>The U.S. aims to control Iran and its oil to weaken rivals like China and Russia while supporting Israel’s goals. Gold prices have stayed low despite Middle East tensions, likely due to global liquidity issues and Iran’s use of gold to avoid sanctions. The outcome in Iran will impact the U.S. dollar’s future and could lead to major economic changes worldwide.</description><pubDate>Fri, 13 Mar 2026 00:00:00 GMT</pubDate><category>investment-research</category><author>Daniel Oliver</author></item><item><title>Foundations: U.S. Market Structure &amp; Value</title><link>https://convex-reads.pages.dev/articles/01kkjmqxme15phd8zga95gvf0v/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kkjmqxme15phd8zga95gvf0v/</guid><description>The U.S. stock market has been supported by passive investing and buybacks, pushing valuations above long-term averages. Rising interest rates have not lowered stock prices as expected, showing a shift in market dynamics. This makes the market fragile and prone to sharp, deep crashes when investor sentiment changes.</description><pubDate>Tue, 03 Mar 2026 00:00:00 GMT</pubDate><category>favorite</category><category>investing</category><author>Michael Burry</author></item><item><title>Both Sides Now</title><link>https://convex-reads.pages.dev/articles/01kjen4y8hf3sax2xwb76nphz0/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kjen4y8hf3sax2xwb76nphz0/</guid><description>Berkshire Hathaway is financially strong and earns solid profits on its large equity base. The company smartly buys stocks when prices are low and sells when prices rise, helping its growth. Its stock value and intrinsic worth have grown steadily, making it a good investment compared to the broader market.</description><pubDate>Thu, 26 Feb 2026 00:00:00 GMT</pubDate><category>investment-research</category><author>Semper Augustus Investments Group LLC</author></item><item><title>Constellation Software – Deep Dive, AI, Valuation</title><link>https://convex-reads.pages.dev/articles/01kja7b2n7n8p6rj033tzh6e35/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kja7b2n7n8p6rj033tzh6e35/</guid><description>Constellation Software focuses on reliable, mission-critical software with high customer retention and low disruption risk from AI. Its decentralized model and focus on vertical markets create strong competitive moats and steady growth. The main investment risk is uncertain AI impact, but the company’s long-term value depends on maintaining its core advantages.</description><pubDate>Sun, 22 Feb 2026 00:00:00 GMT</pubDate><category>investment-research</category><author>Daniel Mahncke</author></item><item><title>Mutual Fund Selection When Borrowing Is Restricted: On the Virtues of the Generalized Geometric Mean</title><link>https://convex-reads.pages.dev/articles/01khtcwk465szdjybxf6r5wfb2/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01khtcwk465szdjybxf6r5wfb2/</guid><description>The article shows that the geometric mean (GM) is a better way to choose mutual funds when borrowing is limited. Using GM to rank funds leads to higher investor returns than using the Sharpe ratio or alpha. This method works well for different risk preferences and improves long-term investment decisions.</description><pubDate>Thu, 19 Feb 2026 07:30:03 GMT</pubDate><category>investment-research</category><author>Moshe Levy</author></item><item><title>The Best Defensive Strategies: Two Centuries Of Evidence</title><link>https://convex-reads.pages.dev/articles/01khtcqbb2fq5tzf9gsrj60z71/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01khtcqbb2fq5tzf9gsrj60z71/</guid><description>The 60/40 stock-bond portfolio often loses value during downturns, while DAR4020 and trend-following strategies offer better protection. DAR4020 acts quickly in market drops, and trend-following performs well over time, making their combination more effective. Gold does not provide reliable defense, so combining these strategies can improve portfolio safety across different economic conditions.</description><pubDate>Thu, 19 Feb 2026 07:27:11 GMT</pubDate><category>investment-research</category><author>Guido Baltussen, Martin Martens, Lodewijk Van Der Linden</author></item><item><title>The Flow Show: Ai-Awe To Ai-Poor &amp; Other Great Rotations</title><link>https://convex-reads.pages.dev/articles/01khnx1tqe5gnmht8cjhtfmbz6/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01khnx1tqe5gnmht8cjhtfmbz6/</guid><description>This document from BofA Securities offers general information for its clients and may involve potential conflicts of interest. The report&apos;s views might differ from other BofA business units and are not guaranteed to be accurate or updated. Redistribution is prohibited without permission, and certain trading actions may be limited by regulations.</description><pubDate>Tue, 17 Feb 2026 13:36:20 GMT</pubDate><category>investment-research</category><author>Michael Hartnett, Elyas Gallo, Arya Sheikh, Myung Joo Lee</author></item><item><title>Fixed: Why Personal Finance Is Broken And How To Make It Work For Everyone</title><link>https://convex-reads.pages.dev/articles/01khkd3z8yq7zk870d02nky3g5/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01khkd3z8yq7zk870d02nky3g5/</guid><description>The personal finance system is designed to benefit sellers, not buyers, by promoting complex products with hidden costs. Simple, clear financial products like term insurance and select mutual funds are safer choices. Understanding this helps you avoid being misled and protect your money.</description><pubDate>Mon, 16 Feb 2026 00:00:00 GMT</pubDate><author>John Campbell, Tarun Ramadorai</author></item><item><title>The Universal Code - Everything is Compute</title><link>https://convex-reads.pages.dev/articles/01khkx4k5zzg0s0xqyt7nf552h/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01khkx4k5zzg0s0xqyt7nf552h/</guid><description>Everything in the universe is a form of computation that grows smarter by compressing complexity into simple truths. As intelligence becomes faster and more efficient, old systems like institutions and markets struggle to keep up. Humans remain important because they bring meaning and coordination that machines cannot replicate.</description><pubDate>Mon, 16 Feb 2026 00:00:00 GMT</pubDate><category>investment-research</category><author>Raoul Pal</author></item><item><title>How to Be a Better Investor Without Knowing Finance</title><link>https://convex-reads.pages.dev/articles/01kgjamhrzpx76dfsmbag9q5zb/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kgjamhrzpx76dfsmbag9q5zb/</guid><description>Investing well is more about controlling your emotions than knowing complex finance. Buy when others panic and sell when others feel like geniuses. Avoid making big decisions during life stress and stick to a simple, steady plan.</description><pubDate>Tue, 03 Feb 2026 00:00:00 GMT</pubDate><category>investing</category><author>BowTied Bull</author></item><item><title>How to fix your entire personal brand in 1 day</title><link>https://convex-reads.pages.dev/articles/01kgkcp215wn70m5weztwfe4at/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kgkcp215wn70m5weztwfe4at/</guid><description>Personal branding is about making people instantly see why they should pay attention to you, not just posting good content. To fix your brand fast, find your unique position, clearly state what makes you different, show your repeatable method, and concentrate your proof of success. Doing this makes you memorable and trusted, helping your audience and business grow quickly.</description><pubDate>Tue, 03 Feb 2026 00:00:00 GMT</pubDate><category>self-develop</category><author>Benjamin Chan</author></item><item><title>Five Financial Eras: How Financial Markets Transformed the World</title><link>https://convex-reads.pages.dev/articles/01kjcczzzbzfwapwemmfd93jg9/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kjcczzzbzfwapwemmfd93jg9/</guid><description>Financial markets have changed a lot over the centuries, affected by wars, inflation, and economic growth. Stock and bond returns varied with historical events, with strong growth after World War II and a golden age starting in the 1980s. Today, global stock market value is larger than the world economy, showing the importance of financial markets worldwide.</description><pubDate>Fri, 30 Jan 2026 00:00:00 GMT</pubDate><category>investment-research</category><author>Bryan Taylor, PhD</author></item><item><title>How to think like a strategic genius (5d thinking)</title><link>https://convex-reads.pages.dev/articles/01kg0ffcfpvshw098r5se0bme8/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kg0ffcfpvshw098r5se0bme8/</guid><description>Thinking shapes your life, and most people get stuck in narrow or one-sided views. Genius thinking means seeing many perspectives deeply and staying open to new ideas. To think like a genius, grow your knowledge broadly, deepen your understanding, and balance inner and outer views of yourself and the world.</description><pubDate>Tue, 27 Jan 2026 00:00:00 GMT</pubDate><author>DAN KOE</author></item><item><title>how to master AI in 30 days (the exact roadmap)</title><link>https://convex-reads.pages.dev/articles/01kg19nbsxberztp8efbzrqqvj/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kg19nbsxberztp8efbzrqqvj/</guid><description>The text explains how to learn AI quickly in 30 days. It gives a clear step-by-step plan to follow. The goal is to help anyone become good at AI fast.</description><pubDate>Tue, 27 Jan 2026 00:00:00 GMT</pubDate><category>ai</category><author>Machina</author></item><item><title>The Art Of Building An Extraordinary Social Life And Surrounding Yourself With Winners</title><link>https://convex-reads.pages.dev/articles/01kg1n36kbj6ae6wkhbt3vae84/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kg1n36kbj6ae6wkhbt3vae84/</guid><description>Building a strong social life helps you connect with winners and improves your quality of life. Focus on being positive, useful, and true to yourself to create meaningful relationships. Surrounding yourself with multiple social circles gives you support, knowledge, and new opportunities.</description><pubDate>Tue, 27 Jan 2026 00:00:00 GMT</pubDate><category>favorite</category><category>self-develop</category><author>BOSS</author></item><item><title>The Complete Guide: How to Become an AI Agent Engineer in 2026</title><link>https://convex-reads.pages.dev/articles/01kg2pfbp01mddha04sr18naeb/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kg2pfbp01mddha04sr18naeb/</guid><description>To become an AI agent engineer, learn to build agents with core parts: trigger, loop, and tools through hands-on projects. Focus on real-world skills like API integration, proactive actions, and production readiness with observability. Use frameworks like Claude Agent SDK for speed and LangGraph for complex workflows to create reliable, scalable AI systems.</description><pubDate>Tue, 27 Jan 2026 00:00:00 GMT</pubDate><category>ai</category><author>Arman Hezarkhani</author></item><item><title>How To Build a Profitable Personal Brand (In Just 7 Days)</title><link>https://convex-reads.pages.dev/articles/01kfwprmh6cwrme8z2bxm2j15v/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kfwprmh6cwrme8z2bxm2j15v/</guid><description>Building a personal brand starts with knowing yourself and what you stand for. Use your unique voice and style to connect with your audience and build trust. A strong brand gives you freedom to create, impact others, and live on your own terms.</description><pubDate>Sun, 25 Jan 2026 00:00:00 GMT</pubDate><category>self-develop</category><author>MATT GRAY</author></item><item><title>Understanding Edge</title><link>https://convex-reads.pages.dev/articles/01kfrn3dvepdht0yxxw1tseghv/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kfrn3dvepdht0yxxw1tseghv/</guid><description>Edge in trading means having a small advantage that, with many trades, leads to consistent profits over time. Managing risk well and understanding volatility are key to making sure this edge pays off. True edges are rare and hard to prove, so careful analysis and many trials are needed to succeed.</description><pubDate>Sat, 24 Jan 2026 00:00:00 GMT</pubDate><category>investing</category><author>Kris</author></item><item><title>How To Correctly Reason About A Market Maker</title><link>https://convex-reads.pages.dev/articles/01kfrny19h8w4q9sazmvcsyjgb/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kfrny19h8w4q9sazmvcsyjgb/</guid><description>A market maker earns money by setting bid and ask prices and managing risks like inventory and volatility. They adjust spreads and quote skew based on market data and inventory to balance profit and risk. When limits are reached, they stop quoting to avoid losses, making this a practical system for various markets.</description><pubDate>Sat, 24 Jan 2026 00:00:00 GMT</pubDate><category>investing</category><author>sysls</author></item><item><title>How To Be A Man</title><link>https://convex-reads.pages.dev/articles/01kfsrrcymqx6zhfacqve4h8pe/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kfsrrcymqx6zhfacqve4h8pe/</guid><description>Being a man means showing respect, taking responsibility, and always striving to improve yourself. Value close relationships, stay true to your word, and handle challenges with calm and confidence. Focus on meaningful experiences, health, and kindness while avoiding distractions and negativity.</description><pubDate>Sat, 24 Jan 2026 00:00:00 GMT</pubDate><category>favorite</category><category>self-develop</category><author>John LeFevre</author></item><item><title>How To Win \&quot;The Game\&quot; Of Corporate America</title><link>https://convex-reads.pages.dev/articles/01kfsxqpb8t28nd0w49yat75c3/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kfsxqpb8t28nd0w49yat75c3/</guid><description>Success in Corporate America is about being visible, influential, and avoiding low-value tasks. Build relationships with mentors and sponsors who can advocate for you. Always network and treat your career like a business to open new opportunities.</description><pubDate>Sat, 24 Jan 2026 00:00:00 GMT</pubDate><category>self-develop</category><category>general-interest</category><author>The Random Recruiter</author></item><item><title>Antidote to Slop: An Archive of Life-Changing Material</title><link>https://convex-reads.pages.dev/articles/01khz81dhghymmpv6ac28kddye/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01khz81dhghymmpv6ac28kddye/</guid><description>This website offers a growing collection of life-changing articles and videos. It includes topics on life, art, business, and inspiring interviews. The content is free to access and regularly updated for education and personal growth.</description><pubDate>Sat, 24 Jan 2026 00:00:00 GMT</pubDate><category>favorite</category><category>self-develop</category><author>BOSS</author></item><item><title>What you need to know to build with coding agents, if you&apos;re not technical</title><link>https://convex-reads.pages.dev/articles/01kfrm78c7m7zbnwv8arh77db4/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kfrm78c7m7zbnwv8arh77db4/</guid><description>Coding agents help you build software without needing to know complex commands by using AI to interact with your computer&apos;s tools. They use system prompts and skills stored in hidden files to understand your instructions and work on projects, including managing code changes with Git. These agents can also help debug and deploy your code by running tests and fixing errors based on your feedback.</description><pubDate>Thu, 22 Jan 2026 00:00:00 GMT</pubDate><category>ai</category><category>x-twitter</category><author>Ben Tossell</author></item><item><title>Become Technical in 1 Day</title><link>https://convex-reads.pages.dev/articles/01kfrmbzd8rw5n9wj6qtys1jzd/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kfrmbzd8rw5n9wj6qtys1jzd/</guid><description>Coding agents help you work with code by running commands and managing files automatically. They use system prompts and custom instructions to understand your project and fix errors. You give them context, and they can test, debug, and even deploy your code with little technical knowledge needed.</description><pubDate>Thu, 22 Jan 2026 00:00:00 GMT</pubDate><category>ai</category><author>bensbites.com</author></item><item><title>Words without teeth</title><link>https://convex-reads.pages.dev/articles/01kf5px4bhyhw491y4at1ffm8c/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kf5px4bhyhw491y4at1ffm8c/</guid><description>Laws and regulations alone cannot stop wrongdoing unless breaking them brings real and certain punishment. In India&apos;s financial markets, weak enforcement lets dishonest sellers keep harming customers without serious consequences. To protect people, authorities must enforce rules strictly and punish offenders harshly, not just make more rules.</description><pubDate>Sat, 17 Jan 2026 00:00:00 GMT</pubDate><category>favorite</category><category>general-interest</category><author>Dhirendra Kumar</author></item><item><title>How to figure out what to do with your life</title><link>https://convex-reads.pages.dev/articles/01kf8an1k7p0ab07tsnbacgd28/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kf8an1k7p0ab07tsnbacgd28/</guid><description>Julian Shapiro suggests listing your core values to decide what to focus on in life. He emphasizes choosing projects that best match your current values to avoid future regret. This approach helps you stay true to yourself and find lasting fulfillment.</description><pubDate>Sat, 17 Jan 2026 00:00:00 GMT</pubDate><category>self-develop</category><category>general-interest</category><author>Julian Shapiro</author></item><item><title>Untitled</title><link>https://convex-reads.pages.dev/articles/01kf36ym4rzddgdsjqctcv60j2/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kf36ym4rzddgdsjqctcv60j2/</guid><pubDate>Fri, 16 Jan 2026 10:52:23 GMT</pubDate><category>investing</category><author>Unknown Author</author></item><item><title>The cartoonist who got it right</title><link>https://convex-reads.pages.dev/articles/01kf36xr8cs7nrjkt99p97c4q2/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kf36xr8cs7nrjkt99p97c4q2/</guid><description>Scott Adams, creator of Dilbert, shared simple and clear advice on money in just 87 words. His tips focus on discipline, patience, and avoiding complexity to build wealth. Adams showed that smart investing does not need to be complicated or clever.</description><pubDate>Fri, 16 Jan 2026 00:00:00 GMT</pubDate><author>Dhirendra Kumar</author></item><item><title>Myrmikan Research</title><link>https://convex-reads.pages.dev/articles/01kf10fd5d6n57pkts1pqt0p73/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kf10fd5d6n57pkts1pqt0p73/</guid><description>Gold is the best measure of real value because it shows true changes in money, unlike the dollar which loses value over time. Recent market gains look smaller when measured in gold, revealing bubbles and crashes more clearly. Although gold prices are volatile, they lead changes in other prices and will likely keep rising faster than commodities.</description><pubDate>Thu, 15 Jan 2026 00:00:00 GMT</pubDate><category>investment-research</category><author>Daniel Oliver</author></item><item><title>Yearbook 2026</title><link>https://convex-reads.pages.dev/articles/01kfcj2694gjdhv7hjjgr3phq4/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kfcj2694gjdhv7hjjgr3phq4/</guid><description>In 2025, Indian markets underperformed emerging markets, but key funds like HDFC Small Cap and Mid Cap showed strong long-term returns. Systematic Investment Plans (SIPs) in these funds yielded high compound annual growth rates over 5 to 15 years. Past performance is not a guarantee of future results, but disciplined investing proved beneficial.</description><pubDate>Wed, 14 Jan 2026 00:00:00 GMT</pubDate><category>investment-research</category><author>HDFC Mutual Fund</author></item><item><title>How to Make Realistic Longform AI Videos (Prompts Included)</title><link>https://convex-reads.pages.dev/articles/01kexkp1s6z48fd03mx5ycqj9y/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kexkp1s6z48fd03mx5ycqj9y/</guid><description>This guide explains how to create realistic long AI videos by making imperfect base images and controlling speech pacing. It shows how to break scripts into 55-60 syllable chunks for natural flow and add subtle movements to make characters look real. Finally, it recommends cleaning audio with tools like Adobe Podcast and covering jump cuts with B-roll for smooth, believable videos.</description><pubDate>Tue, 13 Jan 2026 00:00:00 GMT</pubDate><category>ai</category><author>Tyler</author></item><item><title>22 Pieces of Career Advice They Don&apos;t Teach You in School</title><link>https://convex-reads.pages.dev/articles/01kexrx93k5p6b8rfm9s94f61s/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kexrx93k5p6b8rfm9s94f61s/</guid><description>To succeed in your career, be reliable, create value, and focus on doing the work. Surround yourself with talented people and learn from feedback to grow faster. Remember, your employer may not be loyal, so take charge of your own path and act on good advice.</description><pubDate>Tue, 13 Jan 2026 00:00:00 GMT</pubDate><category>favorite</category><category>self-develop</category><author>Sahil Bloom</author></item><item><title>How to fix your entire life in 1 day</title><link>https://convex-reads.pages.dev/articles/01kevev2270f2ywgg0h1kw07vm/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kevev2270f2ywgg0h1kw07vm/</guid><description>To change your life, you must first change who you are, not just your actions. Spend one day deeply questioning your goals and identity to find true clarity. Then, use that insight to create clear, meaningful goals that guide your new path.</description><pubDate>Mon, 12 Jan 2026 00:00:00 GMT</pubDate><category>favorite</category><category>self-develop</category><author>DAN KOE</author></item><item><title>Indian Banking Sector: A Trend Analysis</title><link>https://convex-reads.pages.dev/articles/01kf3eyeta1mzpewq7nvyaemnm/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kf3eyeta1mzpewq7nvyaemnm/</guid><description>Indian banks have grown rapidly since 2005, with deposits and loans increasing strongly and public sector banks regaining market share. The credit-deposit ratio rose from 53% in 2000 to 82% in 2025, showing deeper financial development but also regional imbalances. Some eastern states lag behind in credit use, while southern and western regions lead with higher banking activity.</description><pubDate>Mon, 12 Jan 2026 00:00:00 GMT</pubDate><category>investment-research</category><author>Admin</author></item><item><title>India Equity Strategy Playbook: The Coming Upside Surprise</title><link>https://convex-reads.pages.dev/articles/01kedvng5c4v8hrht58saapb2t/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kedvng5c4v8hrht58saapb2t/</guid><description>Morgan Stanley argues Indian equities are set for upside surprise. Macro indicators, earnings momentum, and valuations all look supportive. The report sees catalysts that could drive strong returns into 2026.</description><pubDate>Tue, 06 Jan 2026 00:00:00 GMT</pubDate><category>investment-research</category><author>Ridham Desai, Nayant Parekh</author></item><item><title>how to tweet</title><link>https://convex-reads.pages.dev/articles/01ke6c7cqy7s31vt94r8js9qvn/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01ke6c7cqy7s31vt94r8js9qvn/</guid><description>Post lots of clear, useful tweets that teach people exactly how to do something.  \nMake them easy to read, actionable, and uniquely styled so they stand out.  \nDo this consistently and followers will trust you and become customers.</description><pubDate>Sun, 04 Jan 2026 00:00:00 GMT</pubDate><category>writing</category><category>x-twitter</category><author>Machina</author></item><item><title>India Strategy Outlook: Little Bits Of Everything ... Cut India To Neutral</title><link>https://convex-reads.pages.dev/articles/01kechpgwazanv7nt176m43fhm/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kechpgwazanv7nt176m43fhm/</guid><description>Bernstein expects 2026 to bring a few small positives—some rate cuts, modest private capex and a tentative trade deal—but not enough momentum for strong market gains. They downgrade India from selective buy to neutral because policy options are limited and growth is near peak. They favor financials, telecom and select consumer names while forecasting modest Nifty returns.</description><pubDate>Sat, 03 Jan 2026 00:00:00 GMT</pubDate><category>investment-research</category><author>Venugopal Garre, Nikhil Rathi</author></item><item><title>Random Quality Of Life Improvements That Will Change Your Life</title><link>https://convex-reads.pages.dev/articles/01kds6hk6hwgd19n1p3hexbj2a/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kds6hk6hwgd19n1p3hexbj2a/</guid><description>Small daily habits—walking more, consistent sleep, reading, and fewer distractions—will noticeably improve your health and happiness.  \nTrack your time and money, minimize what doesn’t matter, and outsource or remove tasks you hate.  \nProtect your curiosity, stop comparing yourself to curated lifestyles, and do what most people won’t to gain freedom.</description><pubDate>Tue, 30 Dec 2025 00:00:00 GMT</pubDate><category>self-develop</category><author>BOSS</author></item><item><title>Doctor’s Guide: Someone Sick Coughed on Me. Now What?</title><link>https://convex-reads.pages.dev/articles/01kdtqcx6pn87a2ffvg8tdkfer/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kdtqcx6pn87a2ffvg8tdkfer/</guid><description>After a high-risk cough exposure, act fast to reduce viral load in the nose and throat using saline or green tea gargles, nasal saline irrigation, or iota‑carrageenan spray.  \nAvoid touching your face, clean hands often, and consider saline eye drops as a minor extra step.  \nGet enough sleep to keep your immune system strong so any infection is milder and shorter.</description><pubDate>Tue, 30 Dec 2025 00:00:00 GMT</pubDate><category>health</category><author>Brandon Luu, MD</author></item><item><title>vibe coding: a practical guide for literally everyone</title><link>https://convex-reads.pages.dev/articles/01kfne219arzaye21gczsamrtg/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kfne219arzaye21gczsamrtg/</guid><description>Vibe coding means using AI to write code so you can focus on what to build. Break work into small features, test after every change, and iterate with clear specs. Non-coders can use agents and clear user stories to have the AI build and refine apps for them.</description><pubDate>Mon, 29 Dec 2025 00:00:00 GMT</pubDate><category>ai</category><author>Suhail Kakar</author></item><item><title>India will get the Villain it deserves.</title><link>https://convex-reads.pages.dev/articles/01kd8hqx619em0d0s3n98bb1hf/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kd8hqx619em0d0s3n98bb1hf/</guid><description>India&apos;s civic spirit has eroded into selfishness and transactional behavior. Without citizens who care for the common good, democracy may yield an authoritarian \&quot;villain\&quot; to impose order. The crisis is self-made but still reversible if people choose collective responsibility.</description><pubDate>Wed, 24 Dec 2025 00:00:00 GMT</pubDate><author>vivan.</author></item><item><title>Why you should approach investing with healthy skepticism | Value Research</title><link>https://convex-reads.pages.dev/articles/01kcxq3z18gjfmwtx5q2cbnv8j/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kcxq3z18gjfmwtx5q2cbnv8j/</guid><description>In financial services, assume others may not deserve your trust. Healthy scepticism protects you from costly sales and poor products. Treat doubt as a smart, normal defense when investing.</description><pubDate>Sat, 20 Dec 2025 11:09:26 GMT</pubDate><author>valueresearchonline.com</author></item><item><title>AI Tremors, Korea And The Rupee</title><link>https://convex-reads.pages.dev/articles/01kcxyhcq0ytw6h3396ehesn0k/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kcxyhcq0ytw6h3396ehesn0k/</guid><description>The report highlights rising AI-driven market concentration, with a few big US tech stocks dominating valuations. Korean retail investors hold large positions in US tech names like Tesla and Nvidia. India’s stock market lagged badly in 2025 versus Asian and emerging peers.</description><pubDate>Thu, 18 Dec 2025 00:00:00 GMT</pubDate><category>investment-research</category><author>Christopher Wood</author></item><item><title>Chop Wood, Carry Water: The Yoga of Work</title><link>https://convex-reads.pages.dev/articles/01kcg28e1ps08jztc53vpfk01f/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kcg28e1ps08jztc53vpfk01f/</guid><description>Work is unavoidable and reveals our attachments, aversions, and fears. By doing mundane tasks with attention and humility we can transform those tendencies and find ease. Through such steady practice, work becomes a path to wiser love and inner freedom.</description><pubDate>Mon, 15 Dec 2025 03:53:23 GMT</pubDate><category>book</category><author>Andrew Taggart</author></item><item><title>2026 Outlook: The Year Ahead In 14 Sparks</title><link>https://convex-reads.pages.dev/articles/01kddre2252c1030gmzcc3krrx/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kddre2252c1030gmzcc3krrx/</guid><description>The US economy enters 2026 with mixed forces: strong AI-driven investment and wealthy consumers but weak wages and rising distress at the bottom. Policymaking and a big fiscal bill should boost growth, yet recession risk and stagflation remain real threats. If AI spending slows, it could hurt data centers, markets, and broader growth.</description><pubDate>Mon, 15 Dec 2025 00:00:00 GMT</pubDate><category>investment-research</category><author>Torsten Slok</author></item><item><title>The Indian Idea of Wealth | Devdutt Pattanaik on Money Mythology and Meaning! @devduttmyth</title><link>https://convex-reads.pages.dev/articles/01kcbtrm0ytp7ddhdejgwt4zjm/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kcbtrm0ytp7ddhdejgwt4zjm/</guid><description>Devdutt Pattanaik contrasts Western and Indian views of money.  \nThe West treats money as a clear system for trade and capitalism.  \nIndia sometimes treats money as sacred and even worships wealth.</description><pubDate>Fri, 12 Dec 2025 00:00:00 GMT</pubDate><category>favorite</category><author>Devdutt Pattanaik</author></item><item><title>India Strategy</title><link>https://convex-reads.pages.dev/articles/01kc85h3cgjcachtx7pc4zj8sp/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kc85h3cgjcachtx7pc4zj8sp/</guid><description>India&apos;s earnings fell in CY25 but earnings cuts have slowed and 12‑month forward EPS should rise ~14% in CY26. Financials, IT, energy, and industrials will drive much of the EPS growth, helped by credit pickup and stronger capex and electronics manufacturing. With steady domestic fund flows and a likely re-rating as earnings recover, India could outperform global peers.</description><pubDate>Thu, 11 Dec 2025 00:00:00 GMT</pubDate><category>investment-research</category><author>Neelkanth Mishra, Abhay Khaitan, Vishal Rangarajan</author></item><item><title>India – The Multi-Trillion Dollar Opportunity</title><link>https://convex-reads.pages.dev/articles/01kc85ab12gkfa423k81v2g6zr/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kc85ab12gkfa423k81v2g6zr/</guid><pubDate>Wed, 10 Dec 2025 00:00:00 GMT</pubDate><category>investment-research</category><author>Raamdeo Agrawal, Shrinath Mithanthaya</author></item><item><title>Private Credit: Fact Vs. Fiction</title><link>https://convex-reads.pages.dev/articles/01kcdd4a18btj4dgzx7xa6kgss/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kcdd4a18btj4dgzx7xa6kgss/</guid><pubDate>Wed, 10 Dec 2025 00:00:00 GMT</pubDate><category>investment-research</category><author>Apollo Global Management</author></item><item><title>The 26 Most Important Ideas For 2026</title><link>https://convex-reads.pages.dev/articles/01kd2apzdq59mfgdzezv1qtzm2/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kd2apzdq59mfgdzezv1qtzm2/</guid><description>AI is reshaping the economy and may spark political backlash.  \nYoung people face worsening economic, mental health, and housing problems.  \nSociety is drinking less, getting lonelier, and valuing money over old communal norms.</description><pubDate>Wed, 10 Dec 2025 00:00:00 GMT</pubDate><author>Derek Thompson</author></item><item><title>Gold Outlook 2026</title><link>https://convex-reads.pages.dev/articles/01kby50549y9g126n6nh6833nr/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kby50549y9g126n6nh6833nr/</guid><description>Gold is likely to stay rangebound in 2026 unless macro or geopolitical conditions change.  \nIf growth slows and rates fall, gold could rise moderately or sharply in a severe downturn.  \nConversely, stronger growth and higher yields would push gold lower, while central bank buying and investor demand remain key supports.</description><pubDate>Wed, 03 Dec 2025 00:00:00 GMT</pubDate><category>investment-research</category><author>Taylor Burnette</author></item><item><title>The Complete Guide to Nano Banana Pro: 10 Tips for Professional Asset Production</title><link>https://convex-reads.pages.dev/articles/01kbyxqp2sg544tjchdvhwsd25/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kbyxqp2sg544tjchdvhwsd25/</guid><description>Nano-Banana Pro is a professional image model for high-quality asset production. It excels at text rendering, character consistency, visual synthesis, editing, 2D↔3D translation, and 4K output. The guide gives prompting rules, examples, and best practices for design, editing, and storytelling.</description><pubDate>Fri, 28 Nov 2025 00:00:00 GMT</pubDate><category>ai</category><author>Google AI Studio</author></item><item><title>Beyond the Bubble: Why We Think AI Infrastructure Will Compound Long after the Hype</title><link>https://convex-reads.pages.dev/articles/01kaz7rptekbdby6j9apkwh6c8/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kaz7rptekbdby6j9apkwh6c8/</guid><description>Data center build-out today is driven by long-term contracts and scarce inputs like power, land, and interconnects, so it differs from past tech bubbles. These hard assets will likely support long-term AI-driven demand even if some prices and business models prove overstretched. Winners will be those who secure take‑or‑pay deals, access scarce resources, and maintain operational discipline.</description><pubDate>Wed, 26 Nov 2025 00:00:00 GMT</pubDate><category>ai</category><category>investment-research</category><author>Waldemar Szlezak</author></item><item><title>How to Sound Like an Expert in Any AI Bubble Debate</title><link>https://convex-reads.pages.dev/articles/01kaz9aj6eg2jn8qqhyk592mf4/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kaz9aj6eg2jn8qqhyk592mf4/</guid><description>The AI debate sounds like déjà vu from past tech bubbles: huge hype, huge spending, and risky finance. Big tech is pouring money into data centers and chips that may be overbuilt or underused. Some productivity claims and circular revenue flows look misleading, so a painful correction is possible.</description><pubDate>Tue, 25 Nov 2025 00:00:00 GMT</pubDate><category>ai</category><author>Derek Thompson</author></item><item><title>World War AI</title><link>https://convex-reads.pages.dev/articles/01kawcmd4384k3wp5qf5wh3ny0/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kawcmd4384k3wp5qf5wh3ny0/</guid><description>Massive AI datacenter buildouts will need wartime-scale spending and energy, risking huge reallocations of capital and power.  \nIf datacenters consume a far larger share of electricity, consumers and small businesses will be squeezed and inflation will rise.  \nWe should grow energy supply and cap datacenter power use so AI doesn’t starve the rest of the economy.</description><pubDate>Fri, 21 Nov 2025 00:00:00 GMT</pubDate><category>ai</category><author>Ben Hunt</author></item><item><title>What Is Gold Trying To Say?</title><link>https://convex-reads.pages.dev/articles/01ka1ajv92fs57tq4m8g84q7ra/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01ka1ajv92fs57tq4m8g84q7ra/</guid><description>Gold has rallied strongly due to large central bank buying since 2022 and big ETF flows in 2025. The rally likely signals expectations of rising global inflation, though tariff uncertainty is a key risk. The gold–USD divergence looks unsustainable, so gold may ease or the dollar may strengthen.</description><pubDate>Thu, 13 Nov 2025 00:00:00 GMT</pubDate><category>investing</category><category>investment-research</category><author>JM Financial Institutional Securities Limited</author></item><item><title>Optimists’ take on managing Risk</title><link>https://convex-reads.pages.dev/articles/01ka2y7wxs7kw7zr3292zn049f/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01ka2y7wxs7kw7zr3292zn049f/</guid><description>Optimists treat risk as an opportunity, not just a danger. They manage risk with research, conviction, and adaptability, not blind hope. Carnelian believes informed optimism and long-term focus create better investment outcomes.</description><pubDate>Wed, 12 Nov 2025 00:00:00 GMT</pubDate><category>investing</category><author>carnelianadm</author></item><item><title>A Golden Year (2025): Gold&apos;s Price Surge - The Signal in the Noise!</title><link>https://convex-reads.pages.dev/articles/01k9rz30zg41s1w3t5c3bkjq95/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k9rz30zg41s1w3t5c3bkjq95/</guid><description>Gold’s 2025 surge reflects its role as a collectible and safe haven more than a cash‑flow asset.  \nHistorically it hedges extreme, unexpected inflation and crises, but not normal inflation.  \nRecent price gains seem driven by demand, new buying paths, and fear, making gold a niche insurance asset.</description><pubDate>Tue, 11 Nov 2025 00:00:00 GMT</pubDate><category>investing</category><author>Aswath Damodaran</author></item><item><title>Cockroaches In The Coal Mine</title><link>https://convex-reads.pages.dev/articles/01k9kcjgwsencpey7j0bevk0d1/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k9kcjgwsencpey7j0bevk0d1/</guid><pubDate>Thu, 06 Nov 2025 00:00:00 GMT</pubDate><category>investment-research</category><author>Howard Marks</author></item><item><title>Steve Wozniak is the engineer who quietly built Apple</title><link>https://convex-reads.pages.dev/articles/01k9mebyab8ff68wkwvh407s9z/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k9mebyab8ff68wkwvh407s9z/</guid><description>Steve Wozniak quietly built Apple by focusing on engineering, simplicity, and hands-on work. He prized learning, honesty, deep focus, and urgency over committees and marketing. His rules: obsess over customers, keep things simple, and always keep improving.</description><pubDate>Wed, 05 Nov 2025 00:00:00 GMT</pubDate><category>x-twitter</category><category>self-develop</category><author>Shane Parrish</author></item><item><title>Surviving the AI Capex Boom</title><link>https://convex-reads.pages.dev/articles/01k8hw756hnd8pp4mvw491yjf5/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k8hw756hnd8pp4mvw491yjf5/</guid><description>Big Tech&apos;s AI arms race is turning asset-light winners into capital-heavy firms, which historically deliver weaker returns. Investors have bid up AI infrastructure stocks, concentrating market risk in the Magnificent 7. A value-based approach favors cheaper, lower-capex AI beneficiaries and under-the-radar adopters.</description><pubDate>Thu, 23 Oct 2025 00:00:00 GMT</pubDate><category>ai</category><category>investing</category><category>investment-research</category><author>Kai Wu</author></item><item><title>AI: In A Bubble?</title><link>https://convex-reads.pages.dev/articles/01kdynvczjxcea572mp60xtx4n/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kdynvczjxcea572mp60xtx4n/</guid><description>AI investment and company valuations have surged, raising bubble concerns.  \nSome experts warn of a coming disillusionment and that only a few firms will earn excess returns.  \nOthers say the opportunity is huge, with massive AI infrastructure spending and fast-growing app companies.</description><pubDate>Wed, 22 Oct 2025 00:00:00 GMT</pubDate><author>Allison Nathan, Jenny Grimberg, Ashley Rhodes</author></item><item><title>Investing In Everything, Everywhere, All At Once</title><link>https://convex-reads.pages.dev/articles/01k7mankr4zczf6zcfqetwah2g/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k7mankr4zczf6zcfqetwah2g/</guid><description>The World Portfolio sums all global investable assets and heavily influences investor allocations. Since the GFC, equities—especially US and tech—have grown in weight, raising global equity and US asset exposures. The authors argue the market-weighted World Portfolio can be suboptimal and show strategic tilts and added alternatives can improve risk-adjusted returns.</description><pubDate>Tue, 14 Oct 2025 00:00:00 GMT</pubDate><category>investment-research</category><author>Christian Mueller–Glissmann, Andrea Ferrario, Alessandro Giglio, Peter Oppenheimer</author></item><item><title>Thinking beats downloading</title><link>https://convex-reads.pages.dev/articles/01k7rbf3ghb67mkg9qy5ryvgfn/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k7rbf3ghb67mkg9qy5ryvgfn/</guid><description>Easy access to information from AI does not remove investing edges.  \nThe real advantage is careful thinking, patience, and understanding what the facts truly mean.  \nUse tools to gather data, then read the source and think for yourself.</description><pubDate>Thu, 09 Oct 2025 00:00:00 GMT</pubDate><category>investing</category><author>Dhirendra Kumar</author></item><item><title>An AI Addendum</title><link>https://convex-reads.pages.dev/articles/01k6z1mzgnzaexqj3tp2d6bwr5/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k6z1mzgnzaexqj3tp2d6bwr5/</guid><description>AI buildout is a massive capital project that may already equal about 1.5–2% of US GDP and could drive much more through a Wealth Effect. If funding for AI slows, the buildout and asset prices could reverse quickly, hurting consumption and causing broad financial pain. Like 19th-century railroads or the 2000 fiber bubble, overpriced, obsolescing AI assets risk a large, sudden collapse.</description><pubDate>Sun, 05 Oct 2025 00:00:00 GMT</pubDate><category>ai</category><author>Lauren Cousyn</author></item><item><title>Microfinance Reset: Industry Poised For A 2HFY26 Revival</title><link>https://convex-reads.pages.dev/articles/01k73se22bbrfg8qp4pghg9f02/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k73se22bbrfg8qp4pghg9f02/</guid><description>The microfinance industry is expected to recover in the second half of fiscal 2026. The report notes potential conflicts of interest because MOFSL and its affiliates may do business with covered companies. Analysts and their relatives do not hold equity in the subject companies.</description><pubDate>Fri, 26 Sep 2025 00:00:00 GMT</pubDate><category>investing</category><category>investment-research</category><author>Abhijit Tiwari, Abhijit Tiwari, Raghu Khemani</author></item><item><title>The World in Which We Live</title><link>https://convex-reads.pages.dev/articles/01kd2a12y441yhhrhsfdjhg10b/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01kd2a12y441yhhrhsfdjhg10b/</guid><description>Modern life concentrates wealth, power, and culture in a few winners, creating technofeudal dynamics. Economic growth follows an S-curve: rich, saturated countries struggle to grow and carry heavy debt while poorer countries can still expand fast. Governments are larger and more intrusive, making governance harder at scale and increasing the need for more local solutions.</description><pubDate>Mon, 22 Sep 2025 00:00:00 GMT</pubDate><category>general-interest</category><author>Nassim Nicholas Taleb</author></item><item><title>Untitled</title><link>https://convex-reads.pages.dev/articles/01k5jdqy36znbnzv4xb4ywzm2v/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k5jdqy36znbnzv4xb4ywzm2v/</guid><pubDate>Sat, 20 Sep 2025 02:02:42 GMT</pubDate><category>favorite</category><category>self-develop</category><author>Unknown Author</author></item><item><title>Where do you live ?</title><link>https://convex-reads.pages.dev/articles/01k5gar41khhv0rcevcbxq3kwe/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k5gar41khhv0rcevcbxq3kwe/</guid><description>You live in your mind.  \nYour happiness depends on how your mind functions, not where you live.  \nCultivate inner wisdom.</description><pubDate>Fri, 19 Sep 2025 00:00:00 GMT</pubDate><category>self-develop</category><author>Psychodoctor</author></item><item><title>Introduction To Vedanta</title><link>https://convex-reads.pages.dev/articles/01k51vfjgnjpvbgfzst9vej5kg/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k51vfjgnjpvbgfzst9vej5kg/</guid><description>Everyone feels inadequate and tries to fix it by effort, but effort is limited and cannot yield true completeness.  \nTrue adequacy (moksha) is already our nature; ignorance hides it and only self-knowledge frees us.  \nA seeker must go to a guru for that knowledge; Vedanta teaches this path.</description><pubDate>Sat, 13 Sep 2025 00:00:00 GMT</pubDate><category>book</category><category>philosophy</category><author>Swami Dayananda</author></item><item><title>AI Will Not Make You Rich</title><link>https://convex-reads.pages.dev/articles/01k5rt0rnash9m1c8vs4skh0az/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k5rt0rnash9m1c8vs4skh0az/</guid><description>AI will change society but may not make many investors rich.  \nHigh costs and fierce competition mean a few big tech firms will control models and most gains will go to customers.  \nThe best bets are firms that use AI to cut costs or act as independent intermediaries, not the model builders.</description><pubDate>Fri, 12 Sep 2025 00:00:00 GMT</pubDate><category>ai</category><author>Jerry Neumann</author></item><item><title>The Secret:</title><link>https://convex-reads.pages.dev/articles/01k38xgq1tn69f3ktdxprme6p0/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k38xgq1tn69f3ktdxprme6p0/</guid><description>Your thoughts and feelings attract matching experiences. Hold clear, positive intentions, feel already having them, and practice gratitude. Trust the universe and take inspired action to receive health, wealth, and joy.</description><pubDate>Fri, 22 Aug 2025 00:00:00 GMT</pubDate><category>self-develop</category><author>Aditya Agrawal</author></item><item><title>Earnings Review 1QFY26 – Modest Yet Resilient</title><link>https://convex-reads.pages.dev/articles/01k2yqa964tgqcqs5hyx390dq5/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k2yqa964tgqcqs5hyx390dq5/</guid><description>MOFSL expects modest FY26 sales but stronger EBITDA and PAT growth.  \nFinancials, Metals and Oil &amp; Gas will lead gains, and mid‑ and small‑caps should outgrow large‑caps.  \nVO reported strong results and high growth guidance; Kaynes and CAMS kept steady guidance; pharma margins slowed while real estate and logistics showed strong bookings but cautious margins.</description><pubDate>Sat, 16 Aug 2025 00:00:00 GMT</pubDate><author>Gautam Duggal, Abhishek Saraf</author></item><item><title>Askeladden Capital Q2 2025 Letter</title><link>https://convex-reads.pages.dev/articles/01k3reqv4ahwdrd6qw5w19vmmn/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k3reqv4ahwdrd6qw5w19vmmn/</guid><description>AI has increased our research productivity by about 5–10×, letting us create deep, high-quality analysis much faster.  \nThat speed lets us follow many more small- and micro-cap companies, reach a buy decision within half a day, and broaden our watchlist and diversification.  \nHuman judgment still drives our choices; AI is a powerful tool that levels the playing field but does not replace decision-making.</description><pubDate>Sun, 10 Aug 2025 00:00:00 GMT</pubDate><category>ai</category><author>Samir Patel</author></item><item><title>Why Diversification Beats Concentration Lessons from Blackstone&apos;s $380M Private Credit Markdown</title><link>https://convex-reads.pages.dev/articles/01k24r0mh1qnjgf3h5mv8dfmwa/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k24r0mh1qnjgf3h5mv8dfmwa/</guid><description>Blackstone lost $42 million on one private loan, showing the risk of putting too much money in one place. Diversifying loans across many companies helps reduce big losses. Investors should focus on spreading risk instead of chasing high returns from a few investments.</description><pubDate>Thu, 07 Aug 2025 00:00:00 GMT</pubDate><category>writing</category><category>investing</category><author>Larry Swedroe</author></item><item><title>MS Research: Triggers For A New High</title><link>https://convex-reads.pages.dev/articles/01k1we8yheca4n8mh689wwwpd7/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k1we8yheca4n8mh689wwwpd7/</guid><description>Morgan Stanley expects India&apos;s corporate profits and earnings to grow strongly in the coming years. Institutional investors are increasing their holdings in key sectors like financials and energy. Household wealth in India has grown significantly, with physical assets and property making up most of the value.</description><pubDate>Tue, 05 Aug 2025 06:21:36 GMT</pubDate><author>Ridham Desai, Nayant Parekh</author></item><item><title>How Social Media Shortens Your Life</title><link>https://convex-reads.pages.dev/articles/01k2164fh6qy65mrxb54z9eddh/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k2164fh6qy65mrxb54z9eddh/</guid><description>Social media tricks your brain to feel like time is passing faster by weakening your memory and focus. This makes you lose track of moments and forget what you saw, shortening your sense of life. To feel time slow and richer, choose new, meaningful experiences and avoid getting lost in endless scrolling.</description><pubDate>Sun, 03 Aug 2025 00:00:00 GMT</pubDate><category>favorite</category><category>self-develop</category><author>Gurwinder</author></item><item><title>The Ultimate AI Resource Guide</title><link>https://convex-reads.pages.dev/articles/01k1z2f8z2qcvbvc4yef660xbe/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k1z2f8z2qcvbvc4yef660xbe/</guid><description>This guide shares top AI resources like newsletters, podcasts, YouTube channels, and key people to follow. It helps you stay updated and improve your AI skills for work and business. The author highlights practical tools and experts to cut through the noise and focus on what matters.</description><pubDate>Thu, 31 Jul 2025 00:00:00 GMT</pubDate><category>ai</category><author>Khe Hy</author></item><item><title>360 One Wrote The Wealth-Management Playbook. Now It Is Learning A Hard Lesson</title><link>https://convex-reads.pages.dev/articles/01k1ctdbszg1dt1zh4yd2w3jfm/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k1ctdbszg1dt1zh4yd2w3jfm/</guid><description>360 One was once India&apos;s top wealth-management firm but is now losing key leaders and facing tough competition. The company struggles with internal conflicts and changing partnerships, which hurt its growth and talent retention. New rivals use technology and better revenue sharing to attract clients and advisors away from 360 One.</description><pubDate>Tue, 29 Jul 2025 00:00:00 GMT</pubDate><author>Aakriti Bhalla</author></item><item><title>Analysis Of NBFC Sector In India</title><link>https://convex-reads.pages.dev/articles/01k2077dnqn7dsp4va4gsvzetz/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k2077dnqn7dsp4va4gsvzetz/</guid><description>NBFCs in India have grown rapidly, with credit and assets doubling in recent years and strong future growth expected, especially in retail and MSME segments. Banks are increasing funding to NBFCs, and digital technology is helping expand credit access to rural and small businesses. Despite some slowdown in unsecured loans and asset quality concerns, NBFCs remain vital in India&apos;s financial ecosystem and continue to gain market share.</description><pubDate>Wed, 23 Jul 2025 00:00:00 GMT</pubDate><category>business</category><category>investing</category><category>topic-to-write</category><author>Jyoti Ramakant Singh</author></item><item><title>Useful Not True</title><link>https://convex-reads.pages.dev/articles/01k0nrabzw077emqtxyd4hye83/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k0nrabzw077emqtxyd4hye83/</guid><description>This book teaches that beliefs are tools to help us act, not absolute truths. We can choose useful perspectives that make us feel better and act smarter. By controlling our thoughts, we control our feelings and actions.</description><pubDate>Mon, 21 Jul 2025 05:46:45 GMT</pubDate><author>Derek Sivers</author></item><item><title>NBFC Credit growth is outpacing Bank credit growth and GDP...</title><link>https://convex-reads.pages.dev/articles/01k0q3tm65jfctnkc2ww4bpy54/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k0q3tm65jfctnkc2ww4bpy54/</guid><description>India’s NBFCs are growing faster than banks and the economy by serving niche and underserved markets. They benefit from lower borrowing costs due to recent RBI rate cuts and supportive policies. This growth helps increase financial inclusion and drives stronger credit expansion.</description><pubDate>Mon, 21 Jul 2025 00:00:00 GMT</pubDate><author>Ionic Wealth</author></item><item><title>AI and New Economy</title><link>https://convex-reads.pages.dev/articles/01k09x5c0mfbn6a90xtbfjj8fy/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k09x5c0mfbn6a90xtbfjj8fy/</guid><description>A research scientist from OpenAI recommends a 30-minute listen. It offers a fresh view on creating wealth in the new economy. This is useful for everyone.</description><pubDate>Wed, 16 Jul 2025 00:00:00 GMT</pubDate><category>ai</category><author>OpenAI</author></item><item><title>the jackpot age</title><link>https://convex-reads.pages.dev/articles/01k0nrckv8n2w97zt3s0t6rw8m/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k0nrckv8n2w97zt3s0t6rw8m/</guid><description>The essay explains how chasing rare jackpot wins often leads most people to lose everything over time. This mindset has spread in culture, making many take huge risks that hurt the average person while only benefiting a few winners. The author suggests focusing on steady, reliable growth and finding deeper meaning beyond risky bets.</description><pubDate>Fri, 11 Jul 2025 00:00:00 GMT</pubDate><category>favorite</category><category>investing</category><category>topic-to-write</category><category>general-interest</category><author>thiccy</author></item><item><title>Notes to myself</title><link>https://convex-reads.pages.dev/articles/01k18kc0ks0cydy3tgdc837mbq/</link><guid isPermaLink="true">https://convex-reads.pages.dev/articles/01k18kc0ks0cydy3tgdc837mbq/</guid><description>Change is always possible, and success comes from focus, service, and slow growth. Trust actions over words, choose your customers carefully, and embrace discomfort to learn and lead. Remember, clarity, responsibility, and kindness build lasting impact and personal growth.</description><pubDate>Thu, 10 Jul 2025 00:00:00 GMT</pubDate><category>self-develop</category><author>Seth&apos;s Blog</author></item></channel></rss>