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Averaging Up
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  • About
  • Mental Models
  • The Infinite Investor
    • Preface & Table of Contents
    • Chapter I: The Lie of the Average
    • Chapter II: Ergodicity and Behavior
    • Chapter III: The Foundation
    • Chapter IV: The Four Buckets
    • Chapter V: The Lenses
    • Chapter VI: The Selection Process
    • Chapter VII: The Exceptions
    • Conclusion: From Finite to Infinite
Averaging Up

Month: February 2026

Cash as the Infinite Option

Posted on February 7, 2026

Cash as the Infinite Option The investment industry has a phrase for uninvested capital: “cash on the sidelines.” The metaphor reveals how the industry views cash—as a spectator, waiting to get in the game. During the era of near-zero interest rates, a popular refrain emerged: “Cash is trash.” This framing is not just wrong. It…

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