Interesting Articles for the Global Macro Investor

I have found the following articles rather useful; they include everything from generic knowledge, new insights, fruit-for-thoughts, to training and self-improvement:

The Value of Self-Awareness – Jim Ware, CFA Enterprising Investor

The Importance of Having Struggle in our Daily Lives – Beau Albrecht (Sep 2017)

Russell Napier, ASIP: 21 Lessons from History – Ron Rimkus, CFA Enterprising Investor (Aug 2017)

Situational Awareness: Investment Perspective Intensified – Diane Harrison, AllAboutAlpha (Aug 2017)

Dalio’s Quest to Outlive Himself – K.Burton & S. Kishan, Bloomberg (Aug 2017)

AQR On The 10th Anniversary Of The Quant Crash – Cliff Asness, ValueWalk (Aug 2017)

AQR Goes Back 120 Years To Look At Market Trends – Mark Melin, ValueWalk (Jun 2017)

Why do asset prices move? – Eric Lonergan, philosophyofmoney (Apr 2017)

The Math explaining Active Manager Futility – Oliver Renick, Bloomberg (Apr 2017)

Populism: The Phenomenon – Bridgewater Associates (Mar 2017)

The lessons of violence and inequality through the ages – The Economist (Mar 2017)

Where companies with a long-term view outperform their peers – McKinsey (Feb 2017)

The Curse of the ETF Tourist – Janus Henderson (Feb 2017)

Why Innovators Should Study the Rise & Fall of the Venetians – Piero Formica, HBR (Jan 2017)

Sell-side share analysis is wrong – The Economist (Dec 2016)

Inside a Moneymaking Machine Like No Other – Katherine Burton, Bloomberg (Nov 2016)

Passive Investing Is Worse for Society Than Marxism – Luke Kawa, Bloomberg (Aug 2016)

Buttonwood: Living off the people – The Economist (May 2016)

Why Garbagemen Should Earn More Than Bankers –  Rutger Bregman (Apr 2016)

Dennis Rodman & the Art of Portfolio Optimization – Artemis Capital (Apr 2016)

Active vs. Passive Investing & the “Suckers at the Poker Table” Fallacy – Druce Vertes, CFA Enterprising Investor (Feb 2016)

“Price is a liar” – Corey Hoffstein, Flirting with Models (Oct 2015)

The Disintegration of the World – Chrystia Freeland (May 2015)

The Downfall of John Taylor – Leanna Orr, AiCIO (Dec 2013)

Michael Mauboussin on the Santa Fe Institute and Complex Adaptive Systems – Elliot Turner, Compounding My Interests (Nov 2013)

The ‘Sell-Side’ Warp: Why Some Analysts Are Reluctant To Sound Negative – Conrad De Aenlle, The New York Times (Sep 2000)

INVESTOR TRAINING:

Speculation in a Truth Chamber – Philosophical Economics (Aug 2017)

History, linear thinking, and addressing market noise – Mark Rzepczynski, Disciplined Systematic Global Macro Views (Aug 2017)

Investors Reveal The Key To Successful Shorting – Rupert Hargreaves, ValueWalk (Aug 2017)

Risk Management the US Marine Corp Way – Mark Rzepczynski, Disciplined Systematic Global Macro Views (Aug 2017)

Stanley Druckenmiller on Liquidity, Macro & Margins – Macro Ops (Jun 2017)

Artificial Intelligence for Investing – Andrew Dassori, CFA Enterprising Investor (May 2017)

Revenge of the Humans: How Discretionary Managers Can Crush Systematics – Leigh Drogen, Estimize (May 2017)

Expected Value & Bayesian Analysis in Trading – Macro Ops (Feb 2017)

Lessons from a Trading Great: Stanley Druckenmiller – Macro Ops (Dec 2016)

The 3 Pillars of Trading Performance – Macro Ops (Aug 2016)

Howard Marks: Take Investing to Next Level – Barron’s Asia (Sep 2015)

Positive Expectation, Scenario Gaming, And Moving Beyond Certainty – Mercenary Trader (Jul 2013)

3 Steps to Implement Charlie Munger’s Principle of Inversion – GrizzlyRock Capital, gurufocus.com (Nov 2012)

On the Importance of Investment Themes – Mercenary Trader, SeekingAlpha (Jan 2011)

George Soros on Market Bubbles – Mercenary Trader, SeekingAlpha (Nov 2010)

Contrarian Investing Lessons From the Poker Table – Mercenary Trader, Seeking Alpha (Nov 2010)

Fashions in Forecasting – Alfred Winslow Jones

SELF IMPROVEMENT & PERSONAL DEVELOPMENT:

What the Best Transformational Leaders Do – Anthony & Schwartz, HBR (May 2017)

Is Consciousness Fractal? – Jordana Cepelewicz, Nautilus (May 2017)

Why you think you’re getting worse – Adam Grimes (Apr 2017)

How to use the Feynman Technique to Learn Faster – Thomas Frank, collegeinfogeek.com (Feb 2017)

The Eisenhower Decision Matrix – Brett & Kate McKay, artofmanliness.com (Oct 2013)

Theodore Roosevelt’s 20 Key Elements of Leadership – James Strock

Creating a Latticework of Mental Models: An Introduction – Farnam Street