Friday, June 19, 2015


Jason Zweig - 1974 and 1999: History Turned Upside Down (LINK)
Combing through my archives the other day, I came across a speech I gave in October 1999 to the Foundation Financial Officers Group, an organization of portfolio managers and other executives at some of the largest private charitable foundations. 
In the speech, given in the midst of a raging bull market, I looked back at the worst bear market in memory and urged the audience to ponder whether something similar might happen again. 
That kind of thought experiment might not be a bad idea for investors to try nowadays, too.
Interview with David Allen, author of Getting Things Done: The Art of Stress-Free Productivity [H/T @DanielPink] (LINK)

The Rational Walk discusses Markel (LINK)

MOI's interview with Keith Smith (LINK)

The Four Signs of a Pending Bear Market (LINK)

The number of closed-end funds available has shrunk by nearly one fifth since 2011 [H/T Abnormal Returns] (LINK)

Dan Primack interviews Marc Andreessen on the a16z podcast (LINK)

Maria Popova with some more great excerpts from Oliver Sacks' autobiography (LINK)