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This Week’s Best Investing Reads

Thursday, March 29, 2018 · Johnny Hopkins

Here is a list of this week’s best investing reads:

On The One Hand… (A Wealth of Common Sense)

Sometimes This Sucks (The Irrelevant Investor)

Transition (The Reformed Broker)

It’s Not Just LIBOR Pointing To Rising Financial Stress (The Felder Report)

So Two Stoics Walk Into a Bar… (Farnam Street)

Why We Listen To Bad Forecasts (Collaborative Fund)

How Warren Buffett makes money: Berkshire Hathaway business model (Financial Express)

What’s Cheap? A Factor Perspective (Factor Investor)

A Debt Crisis On The Horizon (Washington Post)

Peak Quality (albertbridgecapital.com)

How Can You Tell When A Factor Stops Working? (behaviouralinvestment.com)

Nobel-Winner Robert Shiller Warns Of An ‘Economic Crisis’ From Trade War Threats  (CNBC)


This Week’s Best Investing Research Reads:

Momentum Everywhere, Including in Factors (Alpha Architect)

The Case for Further Stock Market Gains (CFA Institute)

You Are Not a Monte-Carlo Simulation (Flirting With Models)

The Largest Company In Every State By Revenue (Visual Capitalist)

Top 20 Whitepapers of March 2018 (Savvy Investor)


This Week’s Best Investing Podcasts

Animal Spirits Episode 22: Horizontal Support (Ben Carlson & Michael Batnick)

TIP183: The Dollar Decline, China, Gold & Crypto Currencies w/ Luke Gromen (The Investor’s Podcast)

Live EP.01 – Peter Attia, M.D. [Invest Like the Best] (Patrick O’Shaughnessy)

Episode #99: Radio Show: Meb’s Bullish on Emerging Markets… Strategies for Limited 401K Options… and Listener Q&A (Meb Faber)