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Weekly Digest

Commentary and links with a high signal-to-noise ratio

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Apple in China, Forecasting, Financial nihilism, Taking notes in longhand, The Wright Brothers, WeChat, Jacob McDonough on Berkshire Hathaway, and more…

The Rational Walk

Jan 18

Revisiting I Bonds, Reinsurance, Buffett in 1979, Private equity, Why inflation matters, Justifying optimism, Flying across the English Channel in 1785…

The Rational Walk

Jan 13

Limited control, Down rounds, The hero's journey, Unhappy retirees, Abraham Lincoln on idleness, The future of software, Howard Marks, Peter Lynch…

The Rational Walk

Jan 6

Southwest's fragile technology, Finding time to write, Synthetic meat, Taiwan Semiconductor, Carvana, Andrew Carnegie, Estée Lauder, Robert Caro, Rory…

The Rational Walk

Dec 30, 2022

Investment report cards, Walking, Damodaran's free courses, Iger's reluctant retirement, National Indemnity's unique history, Michael Mauboussin, Jeff…

The Rational Walk

Dec 23, 2022

Fortune cookies, FTC vs. Microsoft, AI and education, A meaningful life, Music and flow states, Howard Marks, Tom Gayner, Warren Buffett, Henry Leland…

The Rational Walk

Dec 16, 2022

Franklin on Free Speech, Bloomstran on Berkshire Hathaway, Brookfield Asset Management, ChatGPT, Walking, Auto Insurance, Walter Schloss, Elon Musk…

The Rational Walk

Dec 9, 2022

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