Weekend reading

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’

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