Sublime

One of my favorite economics papers. Fundamentally shaped the way I think about markets. https://t.co/GlGx5UteFj... See more

Steve Hou

x.com

Lehman Brothers

Martin Gurri • Revolt of the Public and the Crisis of Authority in the New Millennium

https://t.co/6dyRL2lBWU

John Cochrane x.com

For Every Winner a Loser

John Lanchester lrb.co.uk

Investment Principles.pdf

drive.google.com

The Radical Portfolio Theory

Jeff Park dgt10011.substack.com

The Folly of Certainty

Howard Marks oaktreecapital.com

America's Great Depression

Murray N. Rothbard

amazon.com

Thumbnail of www-x-com-fundamentedge-status-1730368241401528513-411538d5d2ff47a6

BLOOMBERG ARTICLE ON SYSTEMIC RISK FROM PODS Some interesting points in this Bloomberg article on multi-manager funds. A couple points stood out to me, and there were a couple points I would add. What stood out: 1) PODS ARE BIG. 30% of HF GMV per GS report (does... See more

Brett Caughran

x.com