Intelligent thoughts on second and third order effects of electrical / fully autonomous cars. However with regard to car insurance it seems there are some unexpected side effetcs of this trend.
The Brooklyn investor has a look at the Jamie Dimons letter to JPM shareholders
Horzon Kinetics with some interesting observation on Index ETFs
Why Softbank bought Fortress (with a lot of stuff about “alternative” asset managers)
A pretty wide and deep view on what matters with regard to Brexit