– The Global Economy: Great presentation from Richard Koo
– Europe’s deleveraging: It was clear that this was coming
– Chesapeake’s Andrew McClendon’s loans: Some shady stuff that McClendon has been doing.
– Longleaf partners: Q1 letter discusses how they manage risk
– Peter Theil’s ‘Startup’ class notes: Great notes from Theil’s class at Stanford on ‘Startups’