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THE CURATED SHELF

Good sources.
Better together.

Four starting points for a more balanced reading routine. Each combines different kinds of evidence and interpretation.

Build your own reading plan →

BUILD THE HABIT

The morning read

Start with the event. Add one interpretation. Check the original document.

Newsletter / Podcast

Money Stuff

Matt Levine’s Bloomberg Opinion newsletter on the mechanisms, incentives, and occasional absurdities of finance.

MarketsFree + paid

GO ONE LEVEL DEEPER

Understand a business

Pair company history with strategy, financial statements, and a skeptical question.

Podcast

Acquired

Long-form audio explorations of companies and the paths that made them consequential.

BusinessFree

Newsletter / Publication

Stratechery

Ben Thompson’s analysis of business strategy, technology, and media.

TechnologyFree + paid

Newsletter / Podcast

Net Interest

Analysis of financial businesses, their histories, and the systems they operate in.

BusinessFree + paid

Primary source / Research tool

SEC EDGAR

The SEC’s public filing search for company disclosures and offering documents.

CompaniesFree

THINK IN YEARS

A calmer investor

Learn the basics, examine the evidence, and make room for human behavior.

CHECK THE NUMBERS

Follow the economy

Put releases, charts, and interpretation next to one another.

Primary source

FRED Blog

Economic charts and explanations from the Federal Reserve Bank of St. Louis.

EconomyFree

Newsletter / Podcast

FT Unhedged

The Financial Times’ market analysis newsletter and companion podcast.

MarketsFree + paid

A BETTER READING ROUTINE

Stay curious. Stay in perspective.

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