Thursday, March 26, 2020


Here's what's in the $2T stimulus package — and what's next (LINK)

GMO White Paper | Memo to the (Virtual) Investment Committee II: Fear and the Psychology of Bear Markets - by James Montier (LINK)

Q&A with Murray Stahl (audio recorded March 24, 2020) (LINK)

MOI Global: Isaac Schwartz on Intelligent Investing in Crisis Mode (video) (LINK)

Corporate Socialism: The Government is Bailing Out Investors & Managers Not You - by Nassim Taleb (with Mark Spitznagel) (LINK)

The curious age discrimination of coronavirus - by Matt Ridley (LINK)

The Pandemic in My Neighborhood - by Michael Lewis (LINK)

How Does the Coronavirus Behave Inside a Patient? - by Siddhartha Mukherjee (LINK)