Enterprising Investor
Practical analysis for investment professionals

Weekend Reads

A weekly curation of the themes, thoughts, and trends affecting the investment profession. Follow the feed or subscribe to the Enterprising Investor to stay current.


Stockholm’s Capital Markets Success: More Than Meatballs

Stockholm’s capital-market success reflects more than IPOs and PE activity. It offers a case study in how culture, institutions, and incentives shape durable capital formation.

AI Strategy After the LLM Boom: Maintain Sovereignty, Avoid Capture

Yann LeCun’s testimony reframed for investment leaders: why AI sovereignty, platform control, and LLM economics shape organizational risk.

Abraham Lincoln’s Playbook: A Model for Passive Investment Strategy

Lincoln’s leadership lessons offer timeless guidance for investors and advisors alike.

Weekend Reads: A Mind-Boggling Number and the Power of Positive People

Nicholas Colas shared some great "cocktail nuggets" during his presentation at the 63rd Annual Financial Analysts Seminar, Lauren Foster reports.

Weekend Reads: Upside Down Edition

Jason Voss, CFA, jumps right into Weekend Reads this week with selections on Adam Smith, machine learning, and protectionism, among other topics.

Weekend Reads: Pickleball, Pythagoras’s Theorem, and Pandemics

The fastest-growing sport in the United States, the productive aspects of boredom, and a Stonehenge revelation are among the topics in this week's edition of Weekend Reads from Lauren Foster.

Weekend Reads for Investors: Slight Hangover Edition

Jason Voss, CFA, shares stories about artificial intelligence (AI) hype, the mathematics of causation, and a real Transformer, among other topics.

Weekend Reads: Fireflies, Theranos, Ritholtz Recommendations

Here in the United States, it is Memorial Day weekend, the unofficial start of summer. And that means two things: summer reading lists and fireflies, Lauren Foster writes.

Weekend Reads for Investors: From Hong Kong Edition

Jason Voss, CFA, curates articles about China's current account deficit, whether men are hardwired to take risks, lazy fund managers, and more.