Friday, July 15, 2016


Jeremy Grantham's thoughts on the recent Brexit vote (LINK)

Oaktree’s approach to Navigating Cycles (LINK)
This Special Edition Insights relays a discussion between Bruce Karsh (Co-Chairman and Chief Investment Officer) and a diverse group of Oaktree investment professionals on the topic of cycles, both past and present.   
Latticework of Mental Models: Inattentional Bias (LINK)

Why Do We Haggle For Cars? (LINK)

Horizon Kinetics - Under the Hood: What's in Your Index? The Exxon Conundrum (LINK)

Trucking Company Failures on the Rise [H/T @chriswmayer] (LINK)

The Hedgehog and the Fox (When It Comes to Platforms and Innovation) (LINK)

The magnificent spiral galaxy NGC 6814 (LINK)