Good morning. Some reads to peruse while we wait for the next geopolitical crisis to erupt:
• Howard Marks: In the End, the Devil Usually Wins (Finanz und Wirtschaft) see also Seth Klarman: Investors Downplaying Risk “Never Turns Out Well” (Value Walk)
• Float up with rates (Fidelity)
• After a Dazzling Early Career, a Star Trader Settles Down (DealBook)
• Meet the World’s Luckiest Investor (Motley Fool)
Category: Financial Press
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