Wednesday, April 5, 2017


Howard Marks at a CFA Society India event in Mumbai (video) [H/T @Sanjay__Bakshi] (LINK)

Jamie Dimon's 2016 Shareholder Letter (LINK)

GMO's Grantham: Stocks 'Decently Different This Time' (video) [H/T Barry Ritholtz] (LINK)
Jeremy Grantham, co-founder of Boston investment firm GMO, doesn't expect valuations to drop back to normal levels for two decades. But he is keeping cash on hand to take advantage of any dip, which he says would need to be 15-20% to act.
Horizon Kinetics: The Indexation That Is, Versus The Indexation That Should Be (LINK)

Jim O'Shaughnessy: "What Works on Wall Street" | Talks at Google (video) (LINK)

Schiff's Insurance Observer's February blog post (first post since 2009) --  The Big Fall: Greenberg Admits He Oversaw Sleazy Transactions [H/T @GnDsville] (LINK)

Meb Faber chats with Raoul Pal (podcast) (LINK)

How do winning consumer-goods companies capture growth? [H/T @Find_Me_Value] (LINK)

Toronto Home Prices Just Jumped Another 33% (video plays) [H/T Matt] (LINK)

New details on Amazon's move to shutter the company it bought for $545 million (video plays) [H/T Matt] (LINK)

Mutual Fund Observer, April 2017 (LINK)

Speech by Andrew Haldane: A little more conversation - A little less action (LINK)

The Absolute Return Letter - April 2017: The truth about Brexit (LINK)

a16z Podcast: Cryptocurrencies, App Coins, and Investing in Protocols (LINK)

Siddhartha Mukherjee talks with Charlie Rose about his latest article, "A.I. Versus M.D." (video) (LINK) ["Genetic technology is A.I. I mean these two things are changing what human beings will be like in the future. There's no doubt about that, so it's something to know about; and particularly in medicine."]
Related book: The Gene
Get More Done By Working Less (LINK)
Related book: Rest: Why You Get More Done When You Work Less 
Related video: Five Good Questions for Alex Soojung-Kim Pang
Why Are Maker Schedules So Rare? (LINK)

Edge #490: Urban Evolution - A Conversation With Jonathan Losos (LINK)

Trees Have Their Own Songs - by Ed Yong (LINK)
Related book (just released): The Songs of Trees
Coastal Carolina football team goes to prison to learn a lesson (LINK)

Today's Audible Daily Deal ($3.95) is a book I've mentioned before: Spaceman: An Astronaut's Unlikely Journey to Unlock the Secrets of the Universe - by Mike Massimino