Here is a list of this week’s best investing reads:
3 Misconceptions About Interest Rates (A Wealth of Common Sense)
Never Begin With the End in Mind (The Irrelevant Investor)
Combatting F.O.M.B.E.Y. (The Reformed Broker)
What’s Behind The Rapid Plunge In The ‘Smart Money Index’? (The Felder Report)
Banks Won Big in Washington. What It Means for Investors (Jason Zweig)
Notes From London Value Investor Conference 2018 (Market Folly)
Howard Marks Warns Private Equity Standards Slipping (FT)
The Hedgie in Winter (Cliff Asness)
The Books That Made Me – Part 2 (Safal Niveshak)
David Einhorn’s Greenlight Re Under Attack (Institutional Investor)
User and Subscriber Businesses: The Good, the Bad and the Ugly! (Aswath Damodaran)
Easy in Theory, Difficult in Practice (Of Dollars and Data)
In investing, as in poker, following rules works best (The Economist)
Factors from Scratch: A look back, and forward, at how, when, and why factors work (OSAM)
This investor rivals Warren Buffett — and you probably haven’t heard of him (MSN)
Don’t Listen To Market Hecklers (Anthony Isola)
Mario Gabelli – Value Investing Today (Video) (YouTube)
Noise Destroys Investments Returns as Much as Any Behavioural Bias (Behavioural Investment)
Business Lessons from Oprah Winfrey (25iq)
Passive & Private Market Force, Ecology & Evolution (The Integrating Investor)
Putting Winners and Losers In Perspective (Intrinsic Investing)
Investor Attention and the Low Volatility Anomaly (Alpha Architect)
Price Is What You Pay; Value Is What You Get – Nifty Fifty Edition (Fortune Financial)
This week’s best investing research reads:
“Liquidity is the new leverage” (13D Research)
Food for Thought: Integrating vs. Mixing (Research Affiliates)
Financial Misconduct Trends: Conflicts of Interest and False Performance Claims (CFA Institute)
Does Earnings Growth Drive the Quality Premium? (papers.ssrn)
Mean Reversion Across Markets (Factor Research)
Back to the Future of Asset Management (Linkedin)
Stock Picking With Chart Analysis is 80s (Price Action Lab)
This week’s best investing podcasts:
Irrationality, Bad Decisions, and the Truth About Lies: My Conversation with Dan Ariely (Shane Parrish)
Stocks Are Not Bonds (Ben Carlson & Michael Batnick)
NBA Owner Lives With Monks: Jesse Itzler (Preston Pysh & Stig Brodersen)
Mike Zapata – The Darkest Night: Lessons from Battle and Value Investing (Patrick O’Shaughnessy)
Radio Show: What’s More Important – Savings or Returns… What Meb’s Doing with U.S. Bonds… and Listener Q&A (Meb Faber)
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