Welcome to the Subcritical Society (2020)

> Sure, we will see a paroxysm of people fighting the last war, much like how we armored commercial airliner cockpits after 9/11. In that light, (...)

It's my understanding that this is one of the only actually useful things to be done after 9/11. The rest of it was basically a cytokine storm that did far more to injure the patient than the actual infection ever did.

I've got a good quote to add to the list:

"Civilization is like a thin layer of ice upon a deep ocean of chaos and darkness" - Werner Herzog

This article is pandering to the fears of wealthy investors who are confused and overloaded by the rapid changes occurring throughout the world right now. They know it's quite likely that some of them will lose their money and it's mostly about money with these people. Identity is wrapped up with money. Never fear, SK Ventures is here ("Subcritical Society" makes it sound mysterious and powerful.)

Like many people I am not worried because I don't have a lot to lose. Change is normal. Sometimes it happens fast, sometimes it happens slow. I am also confident in the belief that life will continue on planet Earth with or without humans and I live in a country where the chances of starving to death are slim to none, so my time on Earth is fairly secure.

"Less than you expect will change in the short term, while more than you expect will change in the long term" is probably a good heuristic, though certainly imperfect.

I still can't quite wrap my head around the fact that I spent five days in a row in an office in mid-March 2020 without the slightest sense that it could easily be the last time I or many of my colleagues would do so in our careers.

We've got another crisis on our hands, this one is slower rolling, but I think even more important... the end of cheap easy to reach crude oil. The total energy to drill and pump a well is ever growing, and the results are lower quantities and quality oil. Eventually it won't make sense in terms of energy to drill a well.

I worry we don't have the domestic manufacturing capability here in the USA to make enough nuclear, solar and wind infrastructure to bridge the gap.

tl;dr: Things are changing.

Things are always changing. Sad that this article's primary focus is a mission statement to figure out investing strategies.