Friday, October 6, 2017


"Ambition means tying your well being to what other people say or do. Self-indulgence means tying it to the things that happen to you. Sanity means tying it to your own actions." - Marcus Aurelius, Meditations

Kyle Bass on Greece, Puerto Rico and Cryptocurrencies (video) [H/T Matt] (LINK)

Google's Search for the Sweet Spot - by Ben Thompson (LINK)

Horizon Kinetics: Diversification and the Active Manager (Part I, Part II)

Notes From Great Investors Best Ideas Conference (GIBI) Dallas 2017 (LINK)

Eric Cinnamond answers some reader questions (LINK)

The destabilizing truth of the retail apocalypse: it’s more about inequality than e-commerce. (LINK)

The value of raising the threshold of crappiness - by Rory Sutherland (LINK)

PBS FRONTLINE: North Korea's Deadly Dictator (LINK)

New Neuroscience Reveals 2 Rituals That Will Make You More Mindful (LINK)

The Most Beautiful Death Trap - by Ed Yong (LINK)

A New History of the First Peoples in the Americas (LINK)
Related book: A Brief History of Everyone Who Ever Lived: The Human Story Retold Through Our Genes - by Adam Rutherford
The book of the day is the one Jeff Bezos tweeted was long his favorite novel: The Remains of the Day - by Kazuo Ishiguro