Here is a list of this week’s best investing reads:
Stanley Druckenmiller’s Big Mistake (The Irrelevant Investor)
Just Half a Percent (A Wealth of Common Sense)
Push and Pull (The Reformed Broker)
Spies, Crime, and Lightning Strikes: The Value of Probabilistic Thinking (Farnam Street)
The Art of Contrary Thinking (csinvesting)
If Collaborative Fund Invested in Public Stocks (Collaborative Fund)
Notes From Sohn New York Investment Conference 2018: Einhorn, Robbins, Gurley & More (Market Folly)
Warren Buffett Thinks Bonds Are A ‘Terrible Investment’ But According To His Own Methods Stocks Look Even Worse (The Felder Report)
Warren Buffett: Interest rates are the ‘most important’ thing in determining stock values (CNBC)
Why Can’t Fund Managers Admit Mistakes? (Behavioural Investment)
Investing and the Art of Cloning (Safal Niveshak)
Einhorn is having a hedge-fund midlife crisis as losses mount (Globe & Mail)
Great Things Take Time (Of Dollars And Data)
Leverage and Trend Following (blog.thinknewfound.com)
Is Investing Starting to Get Difficult Again? (Advisor Perspectives)
Paul Tudor Jones — 21 Trading Rules That Have Stood the Test of Time (Trading With Rayner)
Business Lessons from Jess Lee (Sequoia Capital) (25iq)
The Value of a Mad Money Account (Morningstar)
Where’s the Party? (Humble Dollar)
Why the Buyback Boom Is Bullish for Investors (Barron’s)
The Pips Are Sqeaking (Aleph Blog)
Stop Reading So Much (Intelligent Fanatics)
Two Berkshire Takeaways and Thoughts on Competitive Markets (Base Hit Investing)
Compounding Knowledge (The Research Puzzle)
How To Avoid A Shark Attack (Rebalancing Your Portfolio) (schwab.com)
This week’s best investing research reads:
5 Cutting Edge Investment Research Articles (Alpha Architect)
Artificial Intelligence-Driven Investing: High Alpha behind the Buzz (CFA Institute)
Improving The Momentum Factor (Factor Research)
The Moat Map (Stratechery)
Swedroe: Risks Of Short Selling (eft.com)
Do Hedge Funds Profit From Public Information? (papers.ssrn)
Fund Manager Selection – Top White Papers (linkedin)
This week’s best investing podcasts:
Animal Spirits Episode 29: The Podcast Boot Camp (Ben Carlson & Michael Batnick)
Brian Singer, “We Don’t Know What Will Trigger the Decline, but When It Happens, Our Fear Is That It’s Sharper and Deeper Than Investors Would Otherwise Expect” (Meb Faber)
Jim Rickards (Part 1) – Central Banking, Taxes, and Crypto (Preston Pysh & Stig Brodersen)
Podcast: Value Investing in India and Technology (Wes Gray)
Pulling the Thread with Tren Griffin (Patrick O’Shaugnessy)
Investing With a Catalyst (Geoff Gannon & Andrew Kuhn)
Tobias Carlisle on Deep Value and Special Situations (The Sure Investing Podcast)
The Knock-on Effect #1 – Protectionism and Red Velvet Cake (Adventures in Finance)
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