Weekend Reads - Nov 25, 2023

Life In A Lognormal World; The Full Reset; Perfect is the Enemy of Good; Pro Dollarization; Moats & Capital Allocation; and more...

• Life In A Lognormal World (Probably Overthinking It)

• The Full Reset (Collaborative Fund)

• Perfect is the Enemy of Good (Anticipating the Unintended)

• Pro Dollarization (The Grumpy Economist)

• Moats & Capital Allocation (Investment Talk)

• The Innovation Advantage: Private Market Investing (Enterprising Investor)

• TIPS versus Commodities: Just Return Stacking? (Return Stacked Portfolio Solutions)

• The Downsides of Diversification (Of Dollars and Data)

• The Double-Edged Sword of Manager Selection (The Investment Ecosystem)

• How Multiculturalism Fuels Hate (Spiked)

• Stocks Will Soar As Extreme Government Money Printing Continues | George Robertson (📺 Blockworks Macro)

• Changing Mis in a Polarized World with David McRaney (🎧 The Decision Education Podcast)

• Erik Is "Going Nuclear" (📺 Simplify Asset Management)

• Everybody Loves Raymond Dalio (📺 The Compound)

• Commodity Carry As A Trading Signal (Macrosynergy)

• Stocks for the Long Run? Sometimes Yes, Sometimes No by McQuarrie (FAJ)

• Forecast the Sharpe Ratio, Invest with Optimism by Azimi et al. (SSRN)

• Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice by Anarkulova (SSRN)