Monday Links
Philosophy of Investing
- Seeking returns as an accurate contrarian theorist.
- Hussman: Scarcity, Usefulness, and Getting an Edge
- How to fill out a two sided network? Be backward-compatible.
- A venture capitalist who "missed" airbnb.
- As of early May, ten year implied inflation expectations had topped six percent. That represented the exhaustion of the pro-risk/pro-inflation/anti-dollar trade.
- Yield on Greek 10 year up 50 bps to new high.
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