Wednesday, January 27, 2016


Catching up on news and links while doing a bit of traveling...

Tim Ferriss has worked with John Robinson, who narrated a previous selection of Seneca's letters, to do a more complete version of the letters. The early Amazon reviews are a bit mixed on the audio quality, but I enjoyed Robinson's previous narration, so I hope the quality is similar: Volume 1, Volume 2, Volume 3 [You can also listen to a sample, HERE.]

Latticework of Mental Models: Reason Respecting Tendency (LINK)

Seth Klarman's super-secretive and successful hedge fund had its third-losing year ever -- here's what happened [H/T Linc] (LINK)

ValueWalk has also started its usual great coverage of Klarman's year-end letter (LINK)

Horizon Kinetics' Q4 Commentary (LINK)

John Hempton's December 2015 letter (LINK)

Pershing Square's 2015 letter (LINK)

An interview with George Soros - ‘The EU Is on the Verge of Collapse’ (LINK)

Mohamed A. El-Erian on Charlie Rose (video) (LINK)
Related book: The Only Game in Town: Central Banks, Instability, and Avoiding the Next Collapse
Blythe Masters Firm Raises Cash, Wins Australian Contract (LINK)

How Facebook Squashed Twitter (LINK)

This 60 Minutes segment from a couple of Sundays ago shows what can happen, under worst-case scenarios, with companies that rely on intellectual property (especially software companies): The Great Brain Robbery

A few recent TED Talks look interesting:
Elizabeth Lev: The unheard story of the Sistine Chapel 
Yanis Varoufakis: Capitalism will eat democracy — unless we speak up 
David Gruber: Glow-in-the-dark sharks and other stunning sea creatures
Edge: Remembering Marvin Minsky (LINK)