The Long View
Notes on markets & capital.
The Long View is the Chairman's weekly newsletter on markets, capital and the businesses worth owning.
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Recent writing.
October 2026
The discipline of doing nothing
Why restraint, not brilliance, is the most underrated skill in investing.
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Why foreign investors are leaving India, and what could bring them back.
Discover →LinkedInIran–US: reading the likely endgame
Why controlled de-escalation is the most likely outcome.
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