This week’s readings / links include a recent speech by Kevin Rudd on understanding China’s rise under Xi Jinping (excellent read), business lessons from Jack Ma, an interview with GMO’s Jeremy Grantham, a look at the last days of Whitney Tilson’s Kase Capital and a conversation with Ed Thorp.

• Understanding China’s rise under Xi Jinping: Transcript of Kevin Rudd’s recent speech at West Point.
• Alibaba and the 40 SaaS: Business lessons from Jack Ma.
• Interview with Jeremy Grantham: No bubble yet, but keep your eyes open.
• The last days of Whitney Tilson’s Kase Capital: The hedge fund founder explains why his fund was “sucking the joy” out of his life – and why he’s turning its failure into a teachable moment.
• The stockpicker’s burden and other lessons: Q&A with Ed Thorp.