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Easy Money

Howard Marks oaktreecapital.com

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Investment Principles.pdf

drive.google.com

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On Bubble Watch

Howard Marks oaktreecapital.com

Russell Napier: We Are Headed Towards a System of National Capitalism

Russell Napier themarket.ch

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The New Paradigm for Financial Markets

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The Zurich Axioms: The rules of risk and reward used by generations of Swiss bankers

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Pioneering Portfolio Management

David F. Swensen

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Imposing negative interest rates is strip-mining the capital stock.

Sacha Meyers • Bitcoin Is Venice: Essays on the Past and Future of Capitalism

Capital Returns

Edward Chancellor • 40 highlights

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