
What I’m reading this weekend:
BOOK(S)
LAWRENCE IN ARABIA: WAR, DECEIT, IMPERIAL FOLLY AND THE MAKING OF THE MODERN MIDDLE EAST – SCOTT ANDERSON
LINKS
HOW TO MAKE SENSE OF PLUMMETING GLOBAL MARKETS – THE NEW YORK TIMES
THE PSYCHOLOGY OF A SELL-OFF – CIO
DARTBOARD SCHOOL OF FORECASTING – BLOOMBERG GADFLY
IS THE BARREL HALF EMPTY OR HALF FULL? – VANGUARD
VISUALIZING THE FLOW OF OIL AROUND THE WORLD – VISUAL CAPITALIST
SEVEN REASONS ACTIVE MANAGEMENT UNDERPERFORMED IN 2015 – CFA INSTITUTE
ACTIVISTS BEWARE: HUGE INVESTORS DEBUT NEW LONG-TERM INDEX – THE WSJ
GOOGLE PAID APPLE $1 BILLION TO KEEP SEARCH BAR ON IPHONE – BLOOMBERG BUSINESS
SEVEN WAYS TECHNOLOGY HAS CHANGED US – THE FINANCIAL TIMES
MORE (AND BEST YET) EVIDENCE THAT ANOTHER PLANET LURKS IN THE DARK DEPTHS OF OUR SOLAR SYSTEM – SLATE
AND OF COURSE, MAKE SURE YOU READ ANY OF THIS WEEK’S VINTAGE VALUE INVESTING ARTICLES THAT YOU MIGHT HAVE MISSED.
Nomad Investment Partnership: Keep An Eye On The Unseen Risks
There are many ways to define risk. Warren Buffett has said that "risk comes from not knowing what you're doing." Q3 2020 hedge fund letters, conferences and more His mentor, Benjamin Graham, believed that risk should be measured as the chance of a permanent capital impairment of an investment. Seth Klarman also holds this view. Read More