Friday, April 22, 2016


Horizon Kinetics: 1st Quarter Commentary [H/T @chriswmayer] (LINK)

Latticework of Mental Models: Active Reading (LINK)

Staying one step ahead at Pixar: An interview with Ed Catmull [H/T @Kevin_Holloway] (LINK)
Related book: Creativity, Inc.
50% Returns Coming For Commodities And Emerging Markets? - by Meb Faber (LINK)

Junk downgrades already outpace 2015 (LINK)
The debt doghouse is filling up fast. More companies were downgraded to junk status by Moody’s in the first three months of the year than in the whole of 2015. 
In total, 51 companies were pushed into junk territory, up from eight in the fourth quarter and 45 in 2015.
Warren Buffett’s Risky Final Bet [H/T Linc] (LINK)

Dhandho Junoon ETF Launches (LINK)
Dhandho Funds LLC (“Dhandho”), led by Founder and Chief Executive Officer Mohnish Pabrai, is pleased to announce the launch of the Dhandho Junoon ETF (the “Fund”) on the New York Stock Exchange Arca (NYSE Arca: JUNE).
FT Alphachat podcast: Underrated moments in economic history, and a stagnationist's outlook on the future (LINK)
Related book: The Age of Stagnation
Talks at Google: Dr. Anne Yoder, Director of the Duke Lemur Center in Durham, NC, presents a talk on Madagascar’s mouse lemurs (LINK)

Baby titanosaur was parents’ Mini-Me (LINK)