“Investing a little time where others don’t doubles your impact..” – Farnam Street
I am still working my way through Titan, the John D. Rockefeller, Sr. biography. But I did tick through a couple works of fiction, Dog Stars and The Guide, both by Peter Heller as well as Into the Wild by Jon Krakauer. They were interesting enough, but not anything I would highly recommend. However, it did put some books on the board and helped with some consistency in my daily reading.
Here are my most influential reads – in no particular order:
- Russia in Ukraine: Let Loose the Dogs of War! – “Put simply, assuming that crises will always end well, and that markets will inevitably bounce back, just because that is what you have observed in your lifetime, can be dangerous.”
- What Bond Investors Should Do as Interest Rates March Higher – “So, he argues, the yield curve’s recession signal is distorted.”
- Has The Demise Of The Growthsters Been Greatly Exaggerated? – “Anyone who thinks that either 18% or 25% per year returns in a 2% inflation environment (ahhh, those were the days!) is normal or sustainable, simply hasn’t studied market history.”
- Spam as a Service – “As for the valuations being assigned to all these companies, and the expectations of their investors – I would be terrified.”
- Signs of stress deepen in the office real estate market – “hose numbers likely overstate how much of that office space is actually being used. Recent data from Kastle Systems, which measure occupancy by looking at foot traffic into offices, showed vacancies of about 60% in major markets.”
- Inside the bubble – “And people outside the bubble are supposed to feel left behind, because that’s part of the fuel of life inside the bubble.”
- 5 Ways to Simplify Your Life – “My favorite way of going through my day is to do every activity in fullscreen mode.”
- Dr. Andrew Huberman: The Science of Small Changes – “Forget trying to get people to change, it does not work. It works with children, it does not work with adults unless it’s self-directed plasticity.”
- Is Renting Better Than Buying? We Think So. – “You’re actually better off renting and investing the savings. It’s just too expensive to buy a house.”
- Tough Guys – “Play stupid games, win stupid prizes.”
Note: This is based on when I read the article, not necessarily when it was first published. Unfortunately, my backlog of things I would like to read always seems to dwarf the amount of time I can devote to reading.
Top clicks across the site last month:
- Financial Model vs. Operating Model
- Influential Reads – February 2022
- EBITDA Is Not A Good Proxy For Cash Flow
- Ski Gear Thought Experiment
- Operating Model Tips
Updated stats:
| Read Articles | Books | |
| January | 89 | 1 |
| February | 110 | 0 |
| March | 102 | 3 |
| April | ||
| May | ||
| June | ||
| July | ||
| August | ||
| September | ||
| October | ||
| November | ||
| December | ||
| Total | 301 | 4 |