Ben Graham Centre interview with Josh Tarasoff [H/T Ian] ( LINK ) [There are also some other good interviews, and other things, HERE  and vi...

The Chessboard Fallacy ( LINK ) Latticework of Mental Models: Scarcity Bias ( LINK ) [Also from Vishal:  Mental Models, Investing, and You...

As Brexit and China worries persist, I keep thinking about this quote from Charlie Munger: "We're emphasizing the knowable by pred...

Latticework of Mental Models: Lindy Effect ( LINK ) No One Knows What Will Happen ( LINK ) Kevin Kelly on EconTalk ( LINK ) Related bo...

Audible Clips... For those who listen to audiobooks on Audible, THIS is a nice new feature. Japan 10-Year Yield Drops to Record, Below Ne...

Kyle Bass on Wall Street Week (video) ( LINK ) Mutual Fund Observer, January 2016 ( LINK ) Hussman Weekly Market Comment: The Next Big S...

ZUCK'S NOT ALONE: HERE ARE LETTERS WRITTEN BY OTHER MOGULS TO THEIR KIDS [H/T Linc] ( LINK ) Nice write-ups on the 3G Culture [H/T Lin...

I will be mostly without internet for the next couple of weeks. I have a few quotes and book excerpts scheduled, but this may be the last co...

For those interested, this course from The Great Courses has been recommended to me by a wise man, and it seems like a good Charlie Munger/...

Seth Klarman’s Presentation To Bruce Greenwald’s 2010 CBS Class (video) [H/T ValueWalk ] ( LINK ) Tren Griffin joins the a16z Podcast to t...

A Dozen Things Learned from David Einhorn About Investing ( LINK ) US Labor Market Observations (via reading public restaurant company tra...

Sanjay Bakshi: What GEICO’s Customer Acquisition and Associated Costs Taught Me about Business Economics, Management Quality, and Valuation ...

Meb Faber: 10 Bearish Charts, 1 Bullish Chart ( LINK ) Richard Duncan interview with  Gordon T. Long of Macro Analytics (video) ( LINK ) [...

Ben Graham on How to Handle Your Money ( LINK ) Brian Grazer on Charlie Rose discussing his book, A Curious Mind: The Secret to a Bigger L...

Prem Watsa's 2014 letter to shareholders [H/T James] ( LINK ) Bridgewater's Ray Dalio Explains the Power of Not Knowing ( LINK ) ...

Barry Ritholtz interviews Robert Shiller ( LINK ) Jason Zweig on value in international stocks ( LINK ) Richard Duncan on the McAlvany W...

As I've mentioned before, I think Richard Duncan's book The New Depression is one of the few macro-related things worth reading. T...

Link to video speech: How Capitalism Died & Where That Leaves Us ……………. Related book: The New Depression Related previous p...

Hunter S. Thompson on Finding Your Purpose and Living a Meaningful Life ( LINK ) A great excerpt from Shane over at Farnam Street from the...

A long and comprehensive interview with one of the few macro guys I pay attention to. As he described this interview on his blog: For an...