This week’s readings/links include Timothy Winegard on how mosquitoes helped shape the course of human history, Goehring & Rozencwajg’s Q2 2019 market commentary, Greenhaven Road Capital’s Nintendo thesis, Leanna Orr on how the Yale Model ate endowments and everything else and an interview with Jim Rogers.

• How mosquitoes helped shape the course of human history: Timothy Winegard discusses the way mosquitoes have played a major role in battles, genetics and the gin and tonic.
• The gold bull market is here: Goehring & Rozencwajg’s Q2 2019 market commentary (you have to sign up to download a copy).
• Greenhaven Road Capital: Q2 2019 letter (see appendix for their Nintendo write-up).
• David Swensen is great for Yale. Is he horrible for investing?: How the Yale Model ate endowments – and everything else.
• Jim Rogers: Interview with The Politic.