Taking a pause from the newsletter

28 May 2020

I’ve been posting infrequently in recent week for two reasons.

First, following a very nice break after my last professional role, during which we moved back to Europe and took several months off as a family, I’ve now started a new role that is consuming all of the time, and more, that I had been dedicating to reading, thinking, and writing about the pandemic. (In brief, I’m leading a new growth equity fund that invests in consumer technology companies; happy to share more details if you’re interested.)

Secondly, I’m finding it harder to find original, value-added things to say about the pandemic. In early March, my modelling provided a quantitative window into the spread of the virus, before professional epidemiological models were being widely shared and discussed. From April, I focused on summarizing the most interesting articles, papers, and blogs I was finding, while still occasionally finding topics where I could offer original analysis that I wasn’t seeing widely discussed. But now, there are so many high-quality sources of information, and excellent summaries of that information, that it seems slightly pointless to summarize great summaries.

So I’m going to pause writing for now. I may come back to this at a later date.

Thank you to the great many people who suggested topics, articles, posts, and papers; who corrected my errors or offered counterarguments to my positions; who commented on drafts; or who sent occasionally encouraging notes.

If you want to get in touch, LinkedIn is the easiest way: https://www.linkedin.com/in/christophernorth/

Thanks & all the best,

Chris

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