Updates

  1. Person pages list letters, writing, profiles and links as sortable tables with filters, and show each person's companies as links; Fund letters show each letter's description in its own column.
  2. Experts show a checked job title and a short description of each person; 30 more people have photographs.
  3. Every company, fund, university and publication the experts work for has a page listing the people there.
  4. Fund letters show each letter's thesis and filter by it; 225 person pages list the essays, columns and newsletter issues the person wrote.
  5. Person pages list every essay and newsletter issue a person wrote, and their own books as a table in List view.
  6. Recommends shows the five largest kinds of book and the rest under More; browse pictures load sooner.
  7. Podcasts and talks link the original episode, filter by Audio and video or Press, and list each publisher once.
  8. Pages are wider, Recommends has List and Grid, and a filter clicked again turns off.
  9. Book cards sit in a ruled grid with Open Library and Goodreads links and each book's one-line note.
  10. Funds is now Investors; each investor's styles are buttons that filter the table.
  11. Podcasts and talks on a person's page filter by year and publisher and show as a list or a grid of pictures.
  12. Quotes show only people's own words: 472 summaries written by list sites are gone.
  13. Country pages open from Browse again, and every link on the shelf lands on a page.
  14. Subject and person pages show their sections as tabs, and each book appears once on a person's page.
  15. Book cards show the quote, who said it and the source; grids show five cards to a row.
  16. On a phone, a menu holds the sections, search, Updates, Feedback and dark mode.
  17. Feedback takes a screenshot of the page with no browser prompt, opens a screenshot full size when you click it, and clears itself once sent.
  18. Book cards are centred, search names the topic each book sits in, and any text cut short shows whole on hover.
  19. Search groups its results by kind: people, companies, geographies, subjects, topics, books, funds, fund letters and papers.
  20. The Books table lists who recommended each book by name, and the browser tab names the section you are in.
  21. Feedback can take a screenshot of the page, or one you paste or choose, and opens in the corner beside Updates.
  22. Each rail button reopens its section where you left it, and Browse, Table and People show on every book and subject page.
  23. Filters grey out choices that hold nothing instead of hiding them, and Books › People filters by authors or recommenders.
  24. Feedback takes a subject line and up to three screenshots.
  25. Biographies are grouped by the person they are about: 41 new pages, from Abraham Lincoln to Lee Kuan Yew.
  26. Sport splits into 23 sports, and Religion into one topic per faith.
  27. Book lists show as cards: the cover, one recommendation quote and every recommender by name.
  28. Seventeen subjects that had two or three pages under different names now have one page each.
  29. Every page lists its Experts as authors and recommenders, with a link to them on the Experts tab.
  30. Economics, Financial history, Financial panics and Accounting are subjects of their own, with one page per financial crisis.
  31. Book, person and subject pages open inside the app, so the tabs stay in view.
  32. 996 more book covers, and photographs or logos for 227 more people and companies.
  33. Books › Browse shows every subject as cards, and the rail holds Fund letters, Papers, Experts, Books and Funds.
  34. Every topic over 150 books splits into narrower topics, each with a page of its own.

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Oil

Assets

Crude oil is the largest commodity market and the one with the deepest narrative literature, because its price history is inseparable from geopolitics.

Books 11Experts 3Recommenders 5

Start here

  1. The PrizeDaniel Yergin, 1991
  2. Private EmpireSteve Coll, 2012
The PrizeThe Prize
T1 The Prize
Daniel Yergin · 1991
Open LibraryGoodreads

The history of oil from the first Pennsylvania well to the Gulf War.

Recommended by: Mohnish Pabrai, Patrick O'Shaughnessy and 3 others

Private EmpirePrivate Empire
T1 Private Empire
Steve Coll · 2012
Open LibraryGoodreads

How ExxonMobil acts like a sovereign power, from the Valdez spill to 2011.

The Seven SistersThe Seven Sisters
T2 The Seven Sisters
Anthony Sampson · 1975
Open LibraryGoodreads

The big international oil companies and how the 1973 embargo took away their control.

The QuestThe Quest
T2 The Quest
Daniel Yergin · 2011
Open LibraryGoodreads

Energy from 1990 to 2011: Russian and Caspian oil, Iraq, climate policy, renewables.

Recommended by: Bill Gates, Mohnish Pabrai

The FrackersThe Frackers
T2 The Frackers
Gregory Zuckerman · 2013
Open LibraryGoodreads

The wildcatters, from George Mitchell to Harold Hamm, who started the shale boom.

Recommended by: Mohnish Pabrai

Twilight in the DesertTwilight in the Desert
T3 Twilight in the Desert
Matthew R. Simmons · 2005
Open LibraryGoodreads

The peak-oil case against Saudi reserve claims; wrong but influential.

Recommended by: Mohnish Pabrai

Crude Volatility
T3 Crude Volatility
Robert McNally · 2017
Open LibraryGoodreads

Argues price stability always required a swing producer or cartel.

The New MapThe New Map
T3 The New Map
Daniel Yergin · 2020
Open LibraryGoodreads

Energy and geopolitics in 2020: US shale, Russia, China and the Middle East.

Oil 101
T4 Oil 101
Morgan Downey · 2009
Open LibraryGoodreads

A trader's technical primer on oil barrels, grades, refining and pricing.

The Secret World of OilThe Secret World of Oil
T4 The Secret World of Oil
Ken Silverstein · 2014
Open LibraryGoodreads

Fixers, traders and middlemen in the oil trade.

Saudi America: The Truth About Fracking and
T4 Saudi America: The Truth About Fracking and How It's Changing the World
Bethany McLean · 2018
Open LibraryGoodreads

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