Venezuela in Collapse; What we are reading

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Venezuelas Crisis Nears Tipping Point  The failure of socialism and interference in free exchange reaps a bitter harvest for the people. 
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10 THINGS WE’RE READING & WATCHING:
      3.   John Paulson on Gold – Reuters
      4.   Bill Ackman on CEOs – CNBC
      5.   Crossfit’s Business Model – Quartz
      6.   A Conversation with Peltz and Ackman – Jim Cramer (CNBC)
      7.   Viewing Stocks As Bonds

 – Donald Yacktman

     9.   Podcasts: The Innovator’s Dilemma
      10. Letters: FairholmeTocqueville | Third Point | ML | GMO
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The End of the Central Bank Mal-Investment now comes deflation. 

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