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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.

01. Books02. Summaries03. Frameworks
01Market Structure

Exchanges, liquidity, leverage, futures, and the plumbing behind price discovery.

02Capital Allocation

How great investors evaluate risk, duration, incentives, and asymmetric payoff.

03Behavior & Cycles

Psychology, crowding, reflexivity, bubbles, drawdowns, and decision discipline.

04Research Process

Notes, checklists, source maps, and repeatable ways to turn books into trade ideas.