Sunday, October 8, 2017


"It is obvious that the information age, by homogenizing our tastes, is causing the unfairness to be even more acute—those who win capture almost all the customers." - Nassim Taleb, Fooled by Randomness

The Science Behind Mona Lisa’s Smile - by Walter Isaacson (LINK)
Related book: Leonardo da Vinci
Why Market Valuations are Not Justified by Low Interest Rates - by John P. Hussman (LINK)

Tax Reform, 2017: Promise of Plenty or Poisoned Chalice? - by Aswath Damodaran (LINK)

The Tail Risks Optimizer’s Dilemma: Taleb Vs Spitznagel - by Frank K. Martin (LINK)

Procter & Gamble vs. Nelson Peltz: A Battle Over the Future of Big Brands (LINK)

CNBC's full interview with billionaire investor Nelson Peltz (video) (LINK)

The Truth Is Catching Up With Tesla (LINK)

A Dozen Lessons about Business from Anthony Bourdain - by Tren Griffin (LINK)

Adventures in Finance podcast -- Battlegrounds: From Warfare to Wall Street with Preston Pysh (LINK)

'Our minds can be hijacked': the tech insiders who fear a smartphone dystopia (LINK)

How Smartphones Hijack Our Minds ($) (LINK)

Jony Ive’s iConcern (LINK)

Books of the day:

The Art of Stillness: Adventures in Going Nowhere 

Fortune's Children: The Fall of the House of Vanderbilt [H/T @morganhousel]

"One who is too insistent on his own views, finds few to agree with him." - Lao Tzu [H/T CIO]