2025-11-13
In this final text on Howard Marks’s memos, I thought it would be timely to focus on an article he wrote in 2010 about gold, titled “ All that Glitters. ”
Read the article
2025-11-06
Oaktree’s Investment Philosophy
This blog continues the exploration of Howard Marks’ writings and his collection of best memos.
2025-10-30
Howard Marks’ Memos
I have written a few blog posts about Howard Marks in the past. Mr. Marks is the co-founder of...
2025-10-23
Indexes at Record Levels and the Phenomenon of Mean Reversion
In December 2016, newspapers and financial websites made a big deal about the historic record...
2025-10-16
Is the Economic Model of Major Technology Companies Changing?
In my opinion, one of the reasons why the shares of the largest technology companies have...
My current recommendation
By Cal Newport, 304 pages, 2016, Grand Central Publishing
We now live in a world of constant demands on our attention, with endless distractions pulling us in all directions. This book offers practical insight into developing the discipline to fully focus on what truly matters—and to let go of what doesn’t. Since reading it, I’ve been trying to maximize my deep-focus hours at work—not always easy!
Publisher’s website
Recommended by Phillipe
By Cal Newport, 304 pages, 2016, Grand Central Publishing
We now live in a world of constant demands on our attention, with endless distractions pulling us in all directions. This book offers practical insight into developing the discipline to fully focus on what truly matters—and to let go of what doesn’t. Since reading it, I’ve been trying to maximize my deep-focus hours at work—not always easy!
Publisher’s website
Recommended by Phillipe
By Michael Connelly, 432 pages, 2025, Little, Brown and Company
I always enjoy Connelly’s books, but I have to say this one stood out. Part of the appeal lies in the lead character—a female investigator—which brings a fresh perspective. What I especially appreciated, though, is that instead of focusing on a single case, the story follows several investigations unfolding at once. It gives the novel a sense of realism, reflecting the way detectives likely juggle multiple files in real life.
Publisher’s website
Recommended by Phillipe
By Guillaume Lavallée, 240 pages, 2024, Les éditions du Boréal
IN FRENCH ONLY
The Québécois author takes us deep into the heart of Gaza as it was before October 7, 2023. This enclave, marked by a fragile existence and the absence of lasting peace, is portrayed with clarity and nuance. In a media and literary landscape largely shaped by Israeli and Western narratives, this powerful book offers a rare and compelling perspective from within Gaza—one that centers the Palestinian experience.
Publisher’s website
Recommended by Phillipe
By Serge Bouchard, 216 pages, 2022, Les éditions du Boréal
[In French only]
This collection of texts, read by the author on the radio, is sublime. His poetic prose is rich and filled with the wisdom of this anthropologist. He uses the black spruce as an anchor to explore themes that have always inspired him. Allow yourself to be carried away by his reflections on the meaning of our lives.
Publisher’s website
Recommended by Phillipe
By Stefan Zweig, 78 pages, 2022, Independently published
Knowing the past to better understand the present: the three stories in this book provide an objective look at Soviet Russia in the 1920s. The first text recounts Lenin’s return from exile, the second details the author’s trip to Russia, and the last is an essay on the author Maxim Gorky. Through these texts, Zweig sheds light on the Russian people and their characteristics, which we can still observe today.
Publisher’s website
