Money and Finance
- John Mauldin's Outside The Box - Popular Delusions: The Bull Case For Safe Havens
For Grice’s previous piece, see HERE. A month ago in Outside the Box, Dylan Grice made the case for the need for safe havens, due to expansive monetary policy. But what is a safe haven anymore? In today’s piece, a follow-up to last month’s, Dylan...
- Bill Gates: Great Summer Reading
Summer is a great time for me to get in some additional time for reading. Here are a few books I’ve read recently, and a short list of some books I’m looking forward to reading this summer. ...
- Hubris And Other Signs Of Trouble ‘down Under’
Australia is rich in iron ore, coal and copper … and its stock of hubris seems to be growing. After a recent trip to the “quarry in China’s backyard” SocGen’s Dylan Grice is even more worried about its economy than he was beforehand. It seems...
- The Risk Of Secular Changes
"Views on secular changes are especially important because such changes can trip contrarian investors. Even forward-looking value indicators are anchored to history; shifting anchors can thus cause persistent investment mistakes." -Antti Ilmanen, Expected...
- Brevan Howard Capitalises On Turmoil
Brevan Howard, the world’s largest macro hedge fund, has made close to $1.5bn over the past three weeks on the back of turmoil in the global markets. In a month in which equity markets worldwide have seen declines of more than 10 per cent, the gain...
Money and Finance
SocGen's Dylan Grice - Summer Reading List
Via The Tail Chaser blog.
Link to: SocGen's Dylan Grice - Summer Reading List
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Books:
The Most Important Thing: Uncommon Sense for the Thoughtful Investor
Expected Returns: An Investor's Guide to Harvesting Market Rewards
Red Capitalism: The Fragile Financial Foundation of China's Extraordinary Rise
Caesar: Life of a Colossus
Mr. Speaker!: The Life and Times of Thomas B. Reed The Man Who Broke the Filibuster
- John Mauldin's Outside The Box - Popular Delusions: The Bull Case For Safe Havens
For Grice’s previous piece, see HERE. A month ago in Outside the Box, Dylan Grice made the case for the need for safe havens, due to expansive monetary policy. But what is a safe haven anymore? In today’s piece, a follow-up to last month’s, Dylan...
- Bill Gates: Great Summer Reading
Summer is a great time for me to get in some additional time for reading. Here are a few books I’ve read recently, and a short list of some books I’m looking forward to reading this summer. ...
- Hubris And Other Signs Of Trouble ‘down Under’
Australia is rich in iron ore, coal and copper … and its stock of hubris seems to be growing. After a recent trip to the “quarry in China’s backyard” SocGen’s Dylan Grice is even more worried about its economy than he was beforehand. It seems...
- The Risk Of Secular Changes
"Views on secular changes are especially important because such changes can trip contrarian investors. Even forward-looking value indicators are anchored to history; shifting anchors can thus cause persistent investment mistakes." -Antti Ilmanen, Expected...
- Brevan Howard Capitalises On Turmoil
Brevan Howard, the world’s largest macro hedge fund, has made close to $1.5bn over the past three weeks on the back of turmoil in the global markets. In a month in which equity markets worldwide have seen declines of more than 10 per cent, the gain...