JP Morgan Chase 2018
Jamie Dimon explains in detail the principles on which JP Morgan is run. 51 pages not to be missed!...
Papers
Collections and recommendations
CEO Letters
Amazon 2018
Jeff Bezos distils his views on his company and as always adds the CEO letter of 1997. For him it´s alw...
Jack Welsh year 2000
The highly controversial GE 2000 CEO letter, where Jack Welsh shares his views. Although his tenure was...
White Papers
Sir John Templeton on market moves
In this letter to clients Sir John Templeton does a good work describing where markets are moving to...
Howard Marks memo on the curve
In this memo Howard Marks takes about a very up-to-date issue: “flattening the curve”, as o...
GMO: 7 year asset class forecast
A very useful tool to see what markets (if they would linearly get back to their historic valuations in...
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