What books, newsletters, and/or papers do you recommend that you think gave you a (slight) edge in making investment decisions?
An example is from Capital Returns, where Marathon Asset Management recommends a book on the Cod's history, written by Mark Kurlansky, to understand the capital cycle.
| +28 | James Fishback | 10 | 8h |
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| +12 | Looking for Fund to Partner With - LMM Activist | 4 | 1d |
| +10 | SM L/S Compensation? | 3 | 1d |
| +9 | Moving from credit to equity? | 3 | 5d |
| +9 | MMHF Central Execution Trajectory/Advice | 1 | 2d |
| +9 | How to prep for credit HF? | 4 | 2d |
| +4 | Jensen Huang | 1 | 20h |
| +3 | Chefs at Pod Shops | 2 | 3d |
| +1 | Discerene Group | 2 | 1h |
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Every successful investor is a voracious reader. The edge comes from connecting lessons learned from books and making the right contrarian decision.
'Order of time' it's a science and physics book.
But I deal with volatility strategy, which is non-linear and time-sensitive.
Like gravity bend time - time is relative.
With volatility strategy, time around events is also being bent in non-linear way. To make it simple to understand, 1 hour before market moving event like FOMC will be different to 1 random hour in regular trading hours in a typical non-news day.
Finnegans Wake by James Joyce
This is obviously just a marketing gimmick... Like a bunch of hipsters all thinking they're special because they only drink coffee from south-central Guatemalan bat-pee covered coffee beans, so does every investment professional attempt to mimic George Soros's relationship with Popper's Open Society. And Soros obviously does it himself. First he makes a shit ton of money, then he finds some reason (reflexivity) why he made the money.
Can't believe you would read completely esoteric books just to get better at investing. Reading a book out of simple intellectual curiosity - great. But reading a book on worms, war, cows, or fish, just to get better at investing seems like a poor strategy.
Probably won't get better at investing until you have run through books on all the animals in the Bronx Zoo at least.
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