Exchanges, liquidity, leverage, futures, and the plumbing behind price discovery.
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RJC Library / investing book notes
RJC Library
A working shelf of investing books I have read over the years, compressed into market notes, mental models, and research frameworks for RJC Capital.
How great investors evaluate risk, duration, incentives, and asymmetric payoff.
Psychology, crowding, reflexivity, bubbles, drawdowns, and decision discipline.
Notes, checklists, source maps, and repeatable ways to turn books into trade ideas.