KochBank Weekend Reading

End of a Bromance ? Sad (click) . They´ll make up, and then break up again...Here´s a summary of Elon in politics so far (click).

Ray Dalio has warned of the "apocalypse" many times. If you don´t want to read his new book, you find his short summary below.

Polymath Investor asks the most important question in investing: What could prove you wrong ?

FILA Group (Fabbrica Italiana Lapis ed Affini S.p.A.) provides pencils, art and creativity products globally. Capital returns are attractive and the stock is priced cheaply in light of current trade uncertainty. Definately worth a closer look !

Ray Dalio: Quick summary of "How Countries go Broke"
Polymath Investor: The Most Important Question In Investing - What Would Prove You Wrong?
Boredom Baron: Long FILA Group

"Net Interest" by Marc Rubinstein is the best "Financials" Blog on the planet. On its 5th anniversary, Mark is looking back and ahead on the biggest trends in Financials. Also, he´s lifting the paywall on some older pieces.

In 1285, the Van der Beurze family established theTer Buerse inn in Bruges. It would later be considered the world´s first financial exchange. To this day this legacy lives on in the German world "Börse" (stock exchange).

Prince Albert is having problems with his Money Manager. A peek behind the pretty facade of Monaco.

Net Interest: 5 years of Net Interest
The Terminalist: The Innkeeper Of Bruges
FT: The Prince, His Money Manager and the Corruption Scandal Rocking Monaco

Value seems to work in Europe

Women control more and more wealth, but financial advisors are ill-prepared (source)

Nicolai Tangen speaks with Ethan Mollick about how we´re going to life and work with AI. We´re in early innings, but the opportunities are abound.

Podcasts & Videos

In good company: Interview with Ethan Mollick on Co-Intelligence
Bloomberg: Fed Chair Scott Bessent? The Race to Replace Jay Powell 
History Nerds: A Book with Legs: Rot: An Imperial History of the Irish Famine

Cole Smead is discussing Pedraic Scanlon´s excellent book on the Irish Famine

Science - the arch-enemy of the pathological liar

Only 1 year to the World Cup...

Enjoy the Weekend!