Nick Bilton points to the lack of revenue at startups as signs of a bubble.

At Linkfest.com, we love linkfests so much we named our website after them. When a knowledgeable professional is dedicated enough to get up at an ungodly hour to make an up-to-the-minute reading list for us, that just shows true love for the craft of investing, the game, and the readers. It just makes us warm and fuzzy.

Irving Fisher is mostly remembered, a bit unfortunately, for writing that stock prices were at a permanently high plateau…right before the Great Crash of 1929. He also invented the Rolodex, pioneered early economic statistics-gathering, wrote of the Fisher money equation PY=MV and the Fisher debt-deflation cycle. (See Sylvia Nasar’s Grand Pursuit - interesting but wouldn’t consider it must-read.)

The History of every major Galactic Civilization tends to pass through three distinct and recognizable phases, those of Survival, Inquiry and Sophistication, otherwise known as the How, Why, and Where phases. For instance, the first phase is characterized by the question ‘How can we eat?’ the second by the question ‘Why do we eat?’ and the third by the question ‘Where shall we have lunch?” Douglas Adams

Finally got around to reading the Steve Jobs bio by Walter Isaacson. It’s must read for anyone involved in the tech business. Some slightly less charitable takes: John Gruber is all I Am Disappoint there aren’t more insights into the products and strategy. Self-described underemployed writer Maureen Tkacik notes that Jobs was a Machiavellian liar, exploiter, and control freak.

Warren Buffett contributed a Fortune article with his customary paean to the virtues of stocks over the long term. There is some worthy discussion from John Hempton and the pseudonymous Kid Dynamite.

Since everyone else is playing the Facebook valuation parlor game, here is a stab at it.

Last week, we looked at gold as part of a long-term asset allocation. I was curious about how stable those relationships would be over time, so I ran the same plots, starting from different inflection points.

If you want to frustrate someone for a day, give them a program. If you want to frustrate them for a lifetime, teach them how to program.

What does an efficient long-run portfolio look like for major US asset classes, and where does gold fit in?

Thinking about cord-cutting and over-the-top video like Netflix

Some drive-by thoughts on Europe:

Two differing views on UK and the EC.

Europe is heading into yet another moment of truth this week, with a Merkozy summit and a new plan, an ECB meeting and likely interest rate cut, and a full EU summit starting Friday.

ROCKY HILL, Conn. — Three asset managers from Connecticut’s affluent New York suburbs claimed a $254 million Powerball jackpot on Monday off a $1 ticket.

Watched Margin Call last night on iTunes and woke up cranky. Here is a short list of things that it gets wrong about Wall Street.

Never doubt that a small group of thoughtful, committed citizens can change the world; indeed it’s the only thing that ever has. - Margaret Mead

Steve Jobs was to tech like John Lennon was to music _ changed the game, launched a new era, had vision and integrity, was an inspiration to people.

Larry Summers: Daniel Ellsberg drew out the lesson regarding the Vietnam War…Policymakers acted without illusion. At every juncture they made the minimum commitments necessary to avoid imminent disaster — offering optimistic rhetoric but never taking steps that even they believed offered the prospect of decisive victory. They were tragically caught in a kind of no man’s land — unable to reverse a course to which they had committed so much but also unable to generate the political will to take forward steps that gave any realistic prospect of success.

It is a slow day in a small Irish town. The rain is misting and the streets are deserted. Times are tough, everybody is in debt, and having a hard time making ends meet, let alone climbing out of debt.