Book note: Some book recommendations from The Brooklyn Investor including Marissa Mayer and the Fight to Save Yahoo! by Nicholas Carlson.  (The Brooklyn Investor)

Quote of the Day

"The bottom line is that it can be wrong to assume it'll be easy and painless to get out of your holdings, and especially to exit a position after its price has begun to drop."

(Howard Marks)

Chart of the Day

On the growing gap between stocks and capex.