The weekend starts here…01/09/2017

The weekend starts here…01/09/2017

My monthly book review is up on the blog [5 min read]

When Amazon first launched, the trade-off for getting great prices was a delay in receiving what you bought (as opposed to the instant gratification of walking out of the store with the item), and the lack of assistance in making a purchase.  Today, first with Prime, and now with Alexa, those barriers are gone.  Bezos’s laser-like focus on what the customer wants is why Amazon is such a successful business.  [8 min read]

It’s easy to forget the importance of an understanding of financial market history [3 min read]

The rise of inconspicuous consumption [3 min read]

A few weeks ago, I listened to Barry Ritzholt’s podcast interview with Ed Thorp (well worth a listen).  Fascinating man.  Like Buffet, and Munger he’s a definite outlier, and I found this piece on his approach to investing very interesting [6 min read]

Mark Twain (amongst many others) has been credited with saying “I didn’t have time to write a short letter, so I wrote a long one instead.”  As Robert has learned over the years of our working together, as a High DI’m with Twain, and Winston Churchill, on this one. (I bet Churchill was a high D) [2 min read]

Here’s a new one: index funds lead to higher inflation [2 min read]

And finally.  It’s been a while since we’ve dipped a toe into the wacky world of Atlas Obscura, so here’s a gem.  Eclipse, the Red Rum of his day. [5 min read]

Whatever you’re up to this weekend, I hope it’s a good one.


Warm regards