Good Reading

December 13, 2012



  • “In distressed strategies, like distressed debt and real estate, we’re aiming to make 15 percent gross. The irony is of course that today 15 percent sounds like some herculean task. It’s the lowest yield we’ve ever targeted.” -- Howard Marks in remarks to in...

May 20, 2011

This email has started to take on a life of its own, and I'm always working to make more interesting and helpful to everyone who receives it. The most common comment I get is something about struggling to get through all the material. /the goal was always to encourage...

February 11, 2011


I'm having a good time reading the Financial Crisis Inquiry Report, but unfortunately that's because I have a perverse sense of humor. The entire thing follows the usual Washington track of bland reporting without any analysis or insight. They had subpoena powe...

November 17, 2010

Facts and Figures

  1. Former Countrywide CEO Angelo Mozillo knowingly misrepresented the financial condition of his company and the loans it was making, and prosecutors alleged that he added $141.7 million (before taxes) to his personal fortune through corporate miscond...

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About "Good Reading"


This is a collection of books, articles and other "good reading" I've found. Most of it relates to investing but there is plenty of general interest stuff too. For broken or missing links and attachments please email me. 


Nothing here should be construed as an endorsement of any kind and this is not a solicitation to buy or sell securities. Please see the full disclaimer


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