Here is a list of this week’s best investing reads:
Experience is Overrated (A Wealth of Common Sense)
The Next Fifty Years (The Irrelevant Investor)
The Psychology of Money (Collaborative Fund)
The Economy is on Fire (The Reformed Broker)
Bitcoin, Blockchain, and Money (csinvesting)
To Succeed at Value Investing, You Need to Change (GuruFocus)
‘For investors, the danger is already here,’ warns world’s largest hedge fund (MarketWatch)
“Proprietary Product Distribution” is Better than Sliced Bread (25iq)
A $220-billion manager says 2018 is good year for stock pickers (The Globe and Mail)
Cliff Asness: Free Markets, Investing And Fighting Warren Buffett (ValueWalk)
Consistency, the Playground of Dull Minds (Safal Niveshak)
Filings shed light on the secrets of ‘super investors’ (FT)
I Don’t Eat Desserts (Vitaliy Katsenelson)
Paying for Growth, and Public vs. Private Companies (Value Investing World)
Quants and Fundamentalists Unite (All About Alpha)
Six Muddles About Share Buy-Backs (The Economist)
Warren Buffett and Jamie Dimon join forces to convince CEOs to end quarterly profit forecasts (CNBC)
Contrarian Investing (Morningstar)
Machine Learning for Financial Market Prediction — Time Series Prediction With Sklearn and Keras (Alpha Architect)
Value investor Bob Olstein: Quarterly earnings estimates by companies should be ‘illegal’ (CNBC)
This week’s best investing research reads:
Inflating Equity: Inflation’s Impact on Financial Statements and ROE (CFA Institute)
Revisiting The Marshmallow Test (Sage Journals)
Short-Volatility Complex Returns, Defying Wall Street Alarm (Investor’s Business Daily)
Some Bad News for Good News — Optimistic Forecasts Create Recessions (WSJ)
The most expensive currencies in the world right now, in one chart (Business Insider)
What’s Good For Workers Is Bad For Companies (Variant Perception)
This week’s best investing podcasts:
Earning Your Stripes: My Conversation with Patrick Collison (Shane Parrish)
Ash Fontana – Investing in Artificial Intelligence (Patrick O’Shaughnessy)
Grant Williams On The Value Of Surrounding Yourself With Brilliant People And Just Listening (Jesse Felder)
Animal Spirits: Big Mistakes (Ben Carlson & Michael Batnick)
Jonathan Tepper on Buffett, Inflation, and Growth (Preston Pysh & Stig Brodersen)
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