Category Archives: Recommended Reading

Paleocharlatans 2014

Peter Turchin over at the Social Evolution Forum is declaring 2014 Year of the Paleo Diet. I think his enthusiasm for the Paleo diet trend is overblown and his attempted take-down of skeptics unconvincing. (You can see my comments by … Continue reading

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What He Said (Thornberg Christmas Wish List)

As Charlie Munger would say, I have nothing to add. https://beaconecon.com/blog/a_california_christmas_wish_list

Posted in Policy and Tax, Recommended Reading | Tagged , | 1 Comment

GMO 2013 Q3 Letter

GMO have belatedly published their third quarter letter (pdf). (For more information on GMO click the “Backgrounds” page on the blog site.) Some quick highlights and my thoughts below (emphasis added). And, yes, this is much shorter than the 14 … Continue reading

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The Two Percent Dilution

This post contains the first of several planned recommended readings about “big picture” stock market investment frameworks. These papers challenge common assumptions and myths regarding stock market returns and deliver important conclusions. They are concise and the analysis is rigorous … Continue reading

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Read “The Others”

I think it’s smart for us to read things from people who don’t think like we do – people from another political perspective for example. The link below is from a left leaning blog (*). http://noahpinionblog.blogspot.com/2013/10/the-republican-brain-dissected.html Those who lean right … Continue reading

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Charlie Munger’s Multiple Frameworks

Charlie Munger is a rich guy who runs Berkshire Hathaway along with the more famous Warren Buffet. He got some bad press recently due to an interview excerpt in which he seemed like the stereotypical rich guy defending the bank … Continue reading

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