Friday, February 7, 2020


"The basic reason for the cyclicality in our world is the involvement of humans. Mechanical things can go in a straight line. Time moves ahead continuously. So can a machine when it’s adequately powered. But processes in fields like history and economics involve people, and when people are involved, the results are variable and cyclical." --Howard Marks ("The Most Important Thing")

Bond Funds Are Hotter Than Tesla - by Jason Zweig ($) (LINK)

Dan Rasmussen - Five Investing Heresies (video, from last year) (LINK)

The Next Frontier in Storytelling Universes and the Never Ending Desire for More - by Matthew Ball (LINK)

The concentration of economic power has led to spectacular investment returns (LINK)

Technocracy: Will What We Love Ruin Us? - by Frank K. Martin (LINK)

History is Only Interesting Because Nothing is Inevitable - by Morgan Housel (LINK)

Grant’s Current Yield Podcast: Impossible is extinct (LINK)

The Disruptive Voice Podcast: Micromobility and The Future of Transportation: A Conversation with Horace Dediu (LINK)

"Shall I tell you now, in a word, the sum of human duty? Patience, where we are to suffer; and prudence in things we do." --Seneca