Friday, November 6, 2015


Cure for low commodities prices is staring us in the face (LINK) [The book discussed in the article is one I'm really looking forward to: Capital Returns: Investing Through the Capital Cycle: A Money Manager's Reports 2002-15. It is a collection of London-based Marathon Asset Management's letters from 2002-2015. I've mentioned their previous collection several times before: Capital Account: A Fund Manager Reports on a Turbulent Decade, 1993-2002. And if someone from the publisher is reading this, I'd love to review an advanced copy of the new book.]

Oil Slump Forces Deep Cuts by Service Providers [H/T Matt] (LINK)

Notes From Invest For Kids Chicago 2015: Burbank, Sandler, Tananbaum & More (LINK)

Jim Chanos Pitches Short Position in Alibaba (LINK)

Glad to see Jake back with Season 2... Five Good Questions for Andrew Palmer about his book, Smart Money (LINK)

Phil Ordway's "Hall of Fame" Reading List (LINK) [I can't argue with the names on Phil's list. I have my own list HERE.]

Gene editing saves girl dying from leukaemia in world first (LINK)

Book of the day: A Guide to Rational Living