Here is a list of this week’s best investing reads:
Deductive vs Inductive Reasoning: Make Smarter Arguments, Better Decisions, and Stronger Conclusions (Farnam Street)
Is the U.S. Due For a Recession? (A Wealth of Common Sense)
What Do Clients Want? (The Irrelevant Investor)
User and Subscriber Businesses: The Good, the Bad and the Ugly! (Musings On Markets)
Repeating Themes (Collaborative Fund)
If You Know You Know (The Reformed Broker)
The Kelly Criterion: You Don’t Know the Half of It (CFA Institute)
Time To Not Freak Out About Debt Again (The Fat Pitch)
5 Exemplary CEO Annual Letters Worth Reading (Behavioral Value Investor)
The Future for Factor Investing May Be Different Than its Backtested Past (Alpha Architect)
Feynman’s Hack and the Map of the Cat (Safal Niveshak)
Business and Investing Lessons from Rebecca Lynn (Canvas Ventures) (25iq)
Grantham says capitalism is making this one big global risk to humanity worse (MarketWatch)
It Can Happen to Anyone (Of Dollars and Data)
None of Us Understand Probability (RCM Alternatives)
Bill Ackman’s Picks Looking Up (GuruFocus)
Learning from…“The Simpsons?” (Oakmark Funds)
Why We Need to Update Financial Reporting for the Digital Era (hbr.org)
What Computer Chess Suggests About Investing (Morningstar)
Not Even Buffett Can Escape Reversion to the Mean (Fortune Financial)
Market dynamics – the case for value remains (LiveWire)
Unicorns Are Worth Twice As Much As Last Month (Bloomberg)
Human Condition (Humble Dollar)
How stock investors can profit from this week’s Fed meeting (MarketWatch)
How Wealthy Investors Avoid Losing Money (Next Avenue)
This week’s best investing research reads:
What Is VIX Telling Investors? (Wisdom Tree)
Learning by Trading (papers.ssrn)
Style Investing in Fixed Income (Academic Insights on Investing)
Dollar-Cost Averaging: Improved by Trend? (Flirting With Models)
Market Timing With Multiples, Momentum & Volatility (Factor Research)
Buy in May and Stay Invested (Pension Partners)
This week’s best investing podcasts:
Irrationality, Bad Decisions, and the Truth About Lies: My Interview with Dan Ariely (Shane Parrish)
Animal Spirits Episode 33: The Oracle of Brooklyn (Ben Carlson & Michael Batnick)
Tim Cook’s Dashboard, with Michael Reece – (Patrick O’Shaughnessy)
TIP194: Small Cap Investing & Intrinsic Value Calculations w/ Eric Cinnamond (Preston Pysh & Stig Brodersen)
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