Some hyperlinks 01/2026
Good “essay type” Video/Podcast from Dwarkesh on how simply present LLMs may repeat “Information Employees”
European Personal Fairness guru Ludovic Phallipou with an excellent deep dive paper on how shaky the underlying knowledge is for PE returns
Very attention-grabbing deep dive into the the explanation why giant display LCD TVs and screens have develop into so low cost
Larry Swedroe’s 10 classes from 2025 have some very deep insights (as virtually all the things he writes)
Attention-grabbing tackle Venezuela from writer Roger Lowenstein who did spend vital time within the nation a few years in the past as a Journalist
Saudi Arabia is opening up its inventory marketplace for everybody
Klement on Investing with the attention-grabbing “Small Cap Fourth Quarter impact”