Sublime
An inspiration engine for ideas
Larry Trebesch
@larrytrebesch
Programmable securities, money streaming, and a global buyer of energy of last resort are tremendously exciting. Their growing promise is evidence that Bitcoin is, “not just a digital rock,” to cite an expression frequently utilized by Elizabeth Stark.
Sacha Meyers • Bitcoin Is Venice: Essays on the Past and Future of Capitalism
Paul F Hambrick
@drhambrick
1. I just read this book which is 3 years old so may be late to the party. It is a bit technical with many players so a tough slog if you are not familiar with credit markets but a must read for anyone involved in credit.
some thoughts below:
https://t.co/nEJ5h3sEPi
Kieran Goodwinx.comGreg Taylor
@gregtaylor
Michael Price Lecture Notes
Price was Seth Klarman’s mentor , so I’m sure investors can gain a lot by studying him. https://t.co/PmocAEHz8Y
Berkshire Hathaway Inc. Annual Report 2024
An annual shareholder letter from Warren Buffett discusses Berkshire Hathaway's performance, investment strategy, management perspectives, company developments, mistakes, and updates on key businesses, emphasizing a long-term approach to capital allocation and growth.
berkshirehathaway.comYet Bernanke’s analysis ignores the fact that the riskiest subprime loans were priced off short-term rates, including the option of adjustable-rate mortgages with their negative amortization feature (in which interest was rolled up with the principal).