Bruce Berkowitz's Q2 Letter (LINK)
Buffett Waits on Fat Pitch as Cash Hoard Tops $50 Billion (LINK)
New Drilling Largely Driven By Debt (LINK)
What's Wrong With this Chinese Town? [H/T Will] (LINK)
Malcolm Gladwell: "The Cooked Ladder" (LINK)
Books to check out (mentioned by Nassim Taleb in Fooled by Randomness):
Descartes' Error: Emotion, Reason, and the Human Brain
The Emotional Brain: The Mysterious Underpinnings of Emotional Life