Wednesday, February 10, 2016


Alex Rubalcava is Tweeting live from the Daily Journal Meeting today (LINK)

A short overview of Kyle Bass' latest letter (LINK)

Horizon Kinetics' latest in their index series: Robo-Adviser, Part II, or What’s in Your Asset Allocation Program? (LINK)

First…Dominate a Small Market (LINK)

This Chinese City’s Property Market Is Out of Control [H/T @jasonzweigwsj] (LINK)

The Middle East: The Way It Is and Why - by George Friedman (LINK)

JHL Capital Group's October 2015 Presentation - Conglomerate Boom 2.0: A Stable Platform? [H/T @chriswmayer] (LINK)

Latticework of Mental Models: The Bystander Effect (LINK)

The Omura's Whale Is Even More Unusual Than We Thought (LINK)

Books of the day:

Satisfaction: The Science of Finding True Fulfillment [A book Marc Andreessen called one of his favorite books of all-time.]

Unmaking the West: "What-If?" Scenarios That Rewrite World History