Money and Finance
A Day in the Life of Melinda Gates [H/T Will] (LINK)
Latticework of Mental Models: Occam’s Razor (LINK)
The Broyhill Letter: Subprime Myth & Reality (LINK)
Uber, The Rashomon - by John Battelle [H/T Abnormal Returns] (LINK)
Why G.E. Ditched Finance [H/T Abnormal Returns] (LINK)
Catastrophe deals threaten reinsurance sector ‘collapse’ (LINK)
Book of the day: Deng Xiaoping and the Transformation of China
- Links
Catching up on news and links while doing a bit of traveling... Tim Ferriss has worked with John Robinson, who narrated a previous selection of Seneca's letters, to do a more complete version of the letters. The early Amazon reviews are a bit...
- Links
While the hardcover still doesn't look like it's available until next month, the Kindle version of Capital Returns is now available, HERE. And if you don't have a Kindle yet but are considering one, it looks like Amazon has them on sale...
- Links
The Audible Daily Deal looks like an interesting course from The Great Courses (for $3.95): How Ideas Spread (The lecturer also wrote a book on these ideas: Contagious: Why Things Catch On) Follow Buffett Reinsurance Guru’s Sage Advice...
- Links
Morningstar talks to Jeremy Grantham (video) [H/T ValueWalk] (LINK) Another 5%-10% appreciation would put the market in bubble territory, but that doesn't mean it will pop right away, says the GMO chief investment strategist.Latticework of Mental...
- Links
Atul Gawande: America’s Epidemic of Unnecessary Care (LINK) Baby Buffett: Will Bill Ackman Resurrect The Ghost Of Howard Hughes And Build A Corporate Empire? (LINK) Some thoughts on Amazon Web Service [H/T Abnormal Returns] (LINK) Chris Mayer: The...
Money and Finance
Links
Videos from the Milken Institute's Global Conference [H/T ValueWalk] (LINK) [There are videos on the state of credit markets, capital structure, the internet of things, conversations with Ben Horowitz, Henry Paulson, one with a trio of guys Nassim Taleb may imagine chasing with sticks - Timothy Geithner, Henry Paulson and Robert Rubin, one with Ken Griffin and Mohamed El-Erian, etc.]
A Day in the Life of Melinda Gates [H/T Will] (LINK)
Latticework of Mental Models: Occam’s Razor (LINK)
The Broyhill Letter: Subprime Myth & Reality (LINK)
Amazon Bought This Man's Company. Now He's Coming for Them [article from earlier this year] [H/T Will] (LINK)
Why G.E. Ditched Finance [H/T Abnormal Returns] (LINK)
Catastrophe deals threaten reinsurance sector ‘collapse’ (LINK)
The $575bn industry that protects insurers from earthquakes, hurricanes and other disasters risks a banking-style meltdown if it continues making “dangerous” changes to how it is structured, new research has found.
After a three-year study of the reinsurance sector, a team of business school academics has found that some companies are now packaging together catastrophe risks in a similar way to the carving up of subprime mortgages by big banks before the financial crisis.
A talk by Øystein Olsen, the Governor of Norges Bank (Norway's central bank): Integrating Financial Stability and Monetary Policy Analysis (LINK)As a result, the victims of a costly catastrophe – such as an earthquake or storm that destroys large areas – could run into problems having their insurance claims paid.
Book of the day: Deng Xiaoping and the Transformation of China
- Links
Catching up on news and links while doing a bit of traveling... Tim Ferriss has worked with John Robinson, who narrated a previous selection of Seneca's letters, to do a more complete version of the letters. The early Amazon reviews are a bit...
- Links
While the hardcover still doesn't look like it's available until next month, the Kindle version of Capital Returns is now available, HERE. And if you don't have a Kindle yet but are considering one, it looks like Amazon has them on sale...
- Links
The Audible Daily Deal looks like an interesting course from The Great Courses (for $3.95): How Ideas Spread (The lecturer also wrote a book on these ideas: Contagious: Why Things Catch On) Follow Buffett Reinsurance Guru’s Sage Advice...
- Links
Morningstar talks to Jeremy Grantham (video) [H/T ValueWalk] (LINK) Another 5%-10% appreciation would put the market in bubble territory, but that doesn't mean it will pop right away, says the GMO chief investment strategist.Latticework of Mental...
- Links
Atul Gawande: America’s Epidemic of Unnecessary Care (LINK) Baby Buffett: Will Bill Ackman Resurrect The Ghost Of Howard Hughes And Build A Corporate Empire? (LINK) Some thoughts on Amazon Web Service [H/T Abnormal Returns] (LINK) Chris Mayer: The...