The Learner's Mind by MO

The Learner's Mind by MO

Home
Notes
Weekly
Index
Conversations
Ideas
Investing
Archive
About
Why is Investing Hard? Ways to Make it Simpler
Sharing something we have built
 • 
Marianne O, CFA
2
How Individual Investors Get Organized and Manage Their Portfolios Like a "Pro"?
Investor toolkit, overlooked concepts of investing, and organizing information and acting on it
 • 
Marianne O, CFA
2
Weekly Good Reads: The Big Wait—Fed and the Market
FOMC, Net Portfolio Outflows, Bond ETF, Best Investors, Prediction Market, Future of Work
Weekly Good Reads: Dollar Weakness and Oil Surge While Central Banks React Slowly
US Dollar vs Bond Yield Diversion, Geopolitics Uncertainty on Oil, Gold, Hosts Who Don’t Cook, Vibe-Coding, ChatGPT Mobile
2
Weekly Good Reads: 5-1-1
US Jobs, Mag 7 EPS, Largest Startups, Private Credit Risks, Mary Meeker's AI Report, GDP Growth and Stock Returns Correlation
Most Popular
View all
What do Investment Professionals Read to Gain Investment Insights and Edge?
 • Marianne O, CFA
13
How Individual Investors Get Organized and Manage Their Portfolios Like a "Pro"?
 • Marianne O, CFA
2
Weekly Good Reads: 5-1-1
2
Why Serendipity Is Important for Innovation, Creativity, and Success In Investing
 • Marianne O, CFA
3
I am grateful you have found this nook of the internet where we can explore the economy, investing, and other good conversations together.

Recent posts

View all
Weekly Good Reads: 5-1-1
Core PCE Inflation, EPS Estimates, Public Debt, Trade Threats, Stablecoins, Luxury Brands, Human-AI Agents
Weekly Good Reads: 5-1-1
Tax Bills, Fiscal Concerns and Long Bond Yield, EU-US Tariffs, Gold, TIPs, Great Thinkers
Weekly Good Reads: 5-1-1
Moody's US Downgrade, Tariffs, Q1 Profit Guidance Momentum, Power of Habits, Industrial Policy, AI Engineers
Lead with Love, Build with Care: What Every Founder Can Learn from Jonathan Ive
Why Love and Care Are the Ultimate Competitive Advantages for Founders
 • 
Marianne O, CFA
Weekly Good Reads: 5-1-1
FOMC, Trade Talks/Deals, $ vs. Asian Currencies, Tariff Buying Guide, Longevity Economy, International Investment Position
2
Weekly Good Reads: 5-1-1
Jobs, Tariff Distortion, Warren Buffett's Announcement, GDP Accounting, US Dollar and Portfolio, Mental Health
Weekly Good Reads: 5-1-1
Trump's 100 Days, "Sell American" Trade, IMF Economic Outlook, Gold and Financial Stocks, How Trade Talks Work, AI Video Generation
2
Weekly Good Reads: 5-1-1
Hard vs Soft Data, Fed Powell’s Job, Treasury Term Premium, How Not to Invest, Bear Market

Investing

View all
What Drives American Exceptional Stock Performances in the Past 5 Years?
Screening with the Quality Factor
 • 
Marianne O, CFA
Why is Investing Hard? Ways to Make it Simpler
Sharing something we have built
 • 
Marianne O, CFA
2
How Individual Investors Get Organized and Manage Their Portfolios Like a "Pro"?
Investor toolkit, overlooked concepts of investing, and organizing information and acting on it
 • 
Marianne O, CFA
2
What is Going on with the Fed Dot Plot
What is it anyway and what do we look for?
 • 
Marianne O, CFA
4
One Chart One Idea - What is Thematic Investing?
How-to Guide, Pros and Cons
 • 
Marianne O, CFA
Financial Planning for Women Needs to Be More Nuanced and Intentional
Measure then seek improvement - financial strategies to consider
 • 
Marianne O, CFA
1
Nudging ChatGPT to Build an Investment Portfolio for Long-Term Success
Human investment managers plus ChatGPT is a winning formula
 • 
Marianne O, CFA
7
Ingredients and Steps for a Global Investment Portfolio that You can Easily Implement and Rebalance
Let's look at the building blocks one by one
 • 
Marianne O, CFA
Watch Out for the Hidden Risks of Safe Haven Assets
How can you smartly protect yourselves?
 • 
Marianne O, CFA
The Learner's Mind by MO
The Learner's Mind by MO
I write intuitive stories that intersect investing, economy, and well-being. I have weekly conversations with readers via important reads, interviews with women in investment and tech, and wellness gems. A FinTech founder and investment professional.
Weeklies
Weekly Comments and Reads
Conversations
Good Conversations with Industry Leaders
Investing
Investment philosophy and good practices
Ideas
Wellness, travel, enlightenment, innovation
Recommendations
View all 31
Paulsen Perspectives
Paulsen Perspectives
Jim Paulsen
The Pragmatic Optimist
The Pragmatic Optimist
Amrita Roy
Wise & Well
Wise & Well
Robert Roy Britt
Friday Forward
Friday Forward
Robert Glazer
DrawTogether with WendyMac
DrawTogether with WendyMac
Wendy MacNaughton
© 2025 Marianne O
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture