Forecast-free since 2005
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Friday links: writing as a skill

Berkshire HathawayIs Berkshire's energy business still a growth engine moving forward? (bloomberg.com)You can't talk Berkshire without talking about Apple ($AAPL). (wsj.com)Why Berkshire Hathaway ($BRK.A) should buy Boeing ($BA). (bloomberg.com)FinanceRegional banks are embracing their boring side. (bloomberg.com)SVB is selling its venture capital arm....

Fri May 3, 2024 22:20
Podcast links: under the sea

AlternativesPatrick O'Shaughnessy talks with Marc Lasry, CEO of Avenue Capital Group, about investing in sports. (joincolossus.com)Matt Ziegler talks with Howard Lindzon about the intersection of markets and venture capital. (epsilontheory.com)Phil Bak talks volatility laundering and more with Cliff Asness. (youtube.com)Hedge fundsWilliam Green chats...

Fri May 3, 2024 22:20
Thursday links: the return of the home page

Berkshire Hathaway10 questions for Warren Buffett including 'Berkshire’s stock buybacks have slowed in the past two years. Does that mean you are less enamored of Berkshire shares at current valuations?.' (barrons.com)How long will Ajit Jain stay in the lead of Berkshire's insurance business? (ft.com)Why it's difficult for Berkshire Hathaway ($BRK.A)...

Thu May 2, 2024 22:33
Longform links: the greatest possession

BooksAn excerpt from “Rebellion: How Antiliberalism is Tearing America Apart — Again” by Robert Kagan. (wapo.st)A Q&A withJoseph Cox who is the author of "Dark Wire: The Incredible True Story of the Largest Sting Operation Ever." (semafor.com)An excerpt from "The Unexpected: Navigating Pregnancy During and After Complications" by Emily Oster and...

Thu May 2, 2024 18:36
Wednesday links: larger market trends

April 2024The S&P 500 lost 4.08% in April 2024. (on.spdji.com)How major asset classes performed in April 2024. (capitalspectator.com)Hedge funds are overexposed to momentum. (ft.com)StrategyCatalysts matter. Good luck identifying them. (behaviouralinvestment.com)How to think about debt. (collabfund.com)Markets have to clear. (fortunesandfrictions.com)CompaniesBerkshire...

Wed May 1, 2024 22:48
Personal finance links: working longer

PodcastsChristine Benz and Amy Arnott talk with Meir Statman author of "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance." (morningstar.com)Justin Carbonneau and Jack Forehand talk with Jared Dillian author of "No Worries: How to Live a Stress-Free Financial Life." (youtube.com)Peter Lazaroff talks with Sara Gelsheimer, Senior Wealth...

Wed May 1, 2024 18:51

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