Money and Finance
Malcolm Gladwell reviews Steven Brill's America's Bitter Pill: Money, Politics, Back-Room Deals, and the Fight to Fix Our Broken Healthcare System about how health-care reform went wrong (LINK)
Love Him or Hate Him, Bill Ackman Now Runs the World’s Top Hedge Fund (LINK)
NetJets Unrest Puts Buffett in Rare Pinch (LINK)
Martin Wolf reviews Richard Koo's The Escape from Balance Sheet Recession (LINK)
Elon Musk: Ask Me Anything (LINK)
The Power of Market Creation: How Innovation Can Spur Development (LINK)
Paul Craven: THE HALO EFFECT AND THE MYTH OF BEST PRACTICES (LINK)
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I've linked to this great site before, but since it's making the rounds again.... A great compendium of Q&As with Warren Buffett (LINK) Ray Dalio: The Dangerous Long Bias and the End of the Supercycle [H/T Santangel’s Review] (LINK)...
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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...
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Michael Mauboussin and Dan Callahan: Animating Mr. Market (LINK) Mark Spitznagel: The Myth of Black Swan Market Events [H/T James] (LINK) Ackman and Dalio, Two Hedge Fund Titans, Size Each Other Up (LINK) Bill Ackman interview on Bloomberg (video) (LINK)...
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Farnam Street: How To Think (LINK) Andrew Smithers: The myth of the balance sheet recession (LINK) The Brooklyn Investor on the hedged Gotham Funds (LINK) Coke Confronts Its Big Fat Problem [H/T Will] (LINK) It's about a month old, but the...
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I had previously missed this, but Richard Koo's latest book came out a few weeks ago: The Escape from Balance Sheet Recession and the QE Trap: A Hazardous Road for the World Economy Fortune: Inside Elon Musk's $1.4 billion score (LINK) Amazon...
Money and Finance
Links
Malcolm Gladwell reviews Steven Brill's America's Bitter Pill: Money, Politics, Back-Room Deals, and the Fight to Fix Our Broken Healthcare System about how health-care reform went wrong (LINK)
Love Him or Hate Him, Bill Ackman Now Runs the World’s Top Hedge Fund (LINK)
NetJets Unrest Puts Buffett in Rare Pinch (LINK)
Martin Wolf reviews Richard Koo's The Escape from Balance Sheet Recession (LINK)
Richard Koo has a big hammer: it is the idea of the “balance sheet recession” — which happens when the indebted focus on paying down debt. But people with hammers tend to view everything as a nail. Here, the chief economist of the Nomura Research Institute shows the virtues, but also the limitations, of his intellectual tool.Bill Gates’ Plan to Help the Developing World Profit From Its Sewage (LINK)
Elon Musk: Ask Me Anything (LINK)
The Power of Market Creation: How Innovation Can Spur Development (LINK)
Paul Craven: THE HALO EFFECT AND THE MYTH OF BEST PRACTICES (LINK)
Related book: The Halo Effect
- Links
I've linked to this great site before, but since it's making the rounds again.... A great compendium of Q&As with Warren Buffett (LINK) Ray Dalio: The Dangerous Long Bias and the End of the Supercycle [H/T Santangel’s Review] (LINK)...
- 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...
- Links
Michael Mauboussin and Dan Callahan: Animating Mr. Market (LINK) Mark Spitznagel: The Myth of Black Swan Market Events [H/T James] (LINK) Ackman and Dalio, Two Hedge Fund Titans, Size Each Other Up (LINK) Bill Ackman interview on Bloomberg (video) (LINK)...
- Links
Farnam Street: How To Think (LINK) Andrew Smithers: The myth of the balance sheet recession (LINK) The Brooklyn Investor on the hedged Gotham Funds (LINK) Coke Confronts Its Big Fat Problem [H/T Will] (LINK) It's about a month old, but the...
- Links
I had previously missed this, but Richard Koo's latest book came out a few weeks ago: The Escape from Balance Sheet Recession and the QE Trap: A Hazardous Road for the World Economy Fortune: Inside Elon Musk's $1.4 billion score (LINK) Amazon...