Links - 04/07/2025

Apr 08, 2025

∙ Paid

“Psychological influences have great power over investors. Most succumb, permitting investor psychology to determine the swings of the market. When those forces push markets to extremes of bubble or crash, they create opportunities for superior investors to augment their results by refusing to hold at the highs and by insisting on buying at the lows. Resisting the inimical forces is an absolute requirement.” —Howard Marks

Warren Buffett’s Thoughts on Trade in 2003 (LINK)

Jamie Dimon’s 2024 Shareholder Letter (LINK)

Management Learnings with Jamie Dimon (video) (LINK)

Trade, Tariffs, and Tech - by Ben Thompson (LINK)

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