In the com­ing weeks, a new series will begin to appear on this blog, the Macro-Principle one. It will be a series of posts out­lin­ing a Macro­Prin­ci­ple (MP). Each will fol­low the same scheme with 5 sections:

• The Gist: the MP sum­ma­rized in a cou­ple of sentences.
• Ori­gins: Why this MP has emerged and will stay (or not).
• At Stake: Why this MP is an impor­tant one to focus on for both man­agers and investors.
• Action­able ?: The “Now what ?” part of the MP. What you can or should do.
• Ref­er­ences: Both the thought lead­ers that coined the MP and fur­ther ref­er­ences to dig deeper.

These posts will be updated with new infor­ma­tion to keep them cur­rent and won’t stay sta­tic, but updates won’t be noted as such. Think of them more as wiki pages than blog posts.

The posts will appear in their vast major­ity in the Fun­da­men­tal Shifts and Strate­gic Shifts cat­e­gories. The for­mer is ded­i­cated to the MP occur­ring as infra­struc­ture and con­tex­tual trends. Think of them as some­thing like cli­mate change: you can’t do much to quickly alter it overnight, so you have to adapt to them.

Strate­gic Shifts out­lines how you deal with these fun­da­men­tal shifts: think of it as “you have to invest in new energy”, “rely­ing on cheap oil in your busi­ness plans for the long-term is good plan to bank­ruptcy”, etc. Strate­gic Shifts are MP that you need to take into account when devis­ing your strat­egy, what­ever domain you’re in.

How do you find these posts ?

All blog posts will be tagged with an MP tag and you can access them on this page.

This will undoubt­edly evolve as the posts starts. I’ll post an update here when it does.

Hope this will be use­ful for some!