I mentioned in a previous post that I had come across Nathan Lewis's archive of his articles in Fascinating stuff, but with so much to read, you need a system of attack. Mine is here below. It's a bit rough, lacks a unifying form, but I think it is worth getting out there already. I'll … Continue reading Navigating

Favourite quotes

When you first log-in to Bloomberg in the morning you are greeted by their quote of the day. Here is a list I will occasionally update with favourites. "All men who have achieved great things have been great dreamers." Orisen Swett Marden "Acquire inner peace and a multitude will find their salvation near you." Catherine … Continue reading Favourite quotes

Well-written articles & blogs about investing

I'll use this post to list my favourite online reads, updating whenever I come across something new. Suggested reading James Montier at GMO. A recent article uses the concept of mean-reversion together with the profit equation to explain why equity markets might not have such a stellar performance over the next 5-7 years. Click here … Continue reading Well-written articles & blogs about investing