Letters
Thiman Capital — Published Thinking

Slow thinking
in a fast market.

Reflections on capital, patience, and the art of doing less — when the world demands more.

Market Temperature Index
Temperature over time
Based on published letters
Extreme Fear Extreme Greed
Current Reading
No letters published yet
0 — Fear 50 — Neutral 100 — Greed
All Letters
Letters will appear here once published.

My current position
Market temperature
0 — Fear50 — Neutral100 — Greed
Stay slow. — Thiman Capital