Readings/content links include Jonathan Ruffer’s latest investment review, a Platinum Asset Management webinar on the market environment and current positioning, GMO’s quarterly letter, Pangolin Asia Fund’s September newsletter, David Novak’s interview with Stanley Druckenmiller and Thomas DeLong and Rawi Abdelal on the origins of our discontent.
- Jonathan Ruffer: Investment review (October 2022).
- Platinum Asset Management: The cycle looks to have changed – should your investments change too?
- GMO quarterly letter: 35-year highs for the dollar.
- Pangolin Asia Fund: September newsletter.
- How Leaders Lead with David Novak: Interview with Stanley Druckenmiller.
- Thomas DeLong & Rawi Abdelal: On the origins of our discontent.