Links - 8/4/2021
“Hundreds or perhaps thousands of people make their living as professional market forecasters, despite the fact that the median forecast is of no value: wrong on average, positive in good years and bad, and way off target when an accurate forecast would have been most profitable.” —Howard Marks
For those that liked the Chris Begg quote yesterday but had trouble finding his letters, here is a link to the file that I have for reference: East Coast Asset Management Letters (2009-2015)
Investing Stories with Sanjay Bakshi | Edelweiss Konnect Webinar (video) (LINK)
R.J. REYNOLDS TOBACCO – GLOBAL ECONOMY PIONEER - by Gene Hoots (LINK)
Retrospection is a Hard Metric to Match - by Charles Lynn Bolin (LINK)
Why Oil Is About to Enter a Supercycle (video) (LINK)
Warren Pies, founder and strategist of 3Fourteen Research, and Michael Kao, CEO of Akanthos Capital Management, join Real Vision’s Jack Farley to dive into the implications of the oil futures curve and the bullish case for an imminent super cycle.
Business Breakdowns Podcast: Blackstone: Beyond Buyouts (LINK)
Asia Tech Strategy Podcast: How to Profit from Politics in China Tech (LINK)
Short Wave Podcast: Whales’ Vital Role In Our Oceans (LINK)
What is this cloud of gas bigger than a galaxy doing all by its lonesome? (LINK)
“For the great doesn’t happen through impulse alone, and is a succession of little things that are brought together.... And the great isn’t something accidental; it must be willed.” —Vincent van Gogh