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Lehman Brothers

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

Embracing Paradox

Exploring the balance between opposing principles in investment, such as trust versus skepticism, patience versus urgency, and transparency versus confidentiality, emphasizing the importance of harmony in decision-making.

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Easy Money

Howard Marks oaktreecapital.com

Investment Principles.pdf

drive.google.com

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

Russell Napier themarket.ch

Why Ukraine Is Winning the War

Yuval Noah Harari ft.com

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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

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Trends – Artificial Intelligence (AI) – May 2025 – BOND

The document analyzes rapid growth and transformative trends in artificial intelligence, highlighting unprecedented user adoption, technological advances, global competition, enterprise AI integration, and associated benefits and risks shaping the future.

bondcap.com

Programming as Theory Building

Peter Naur's "Programming as Theory Building" discusses programming as a knowledge-building activity, emphasizing the importance of tacit knowledge, collaboration, and effective documentation in developing and maintaining software systems.

ratfactor.com