Here is a list of this week’s best investing reads:
100 to 1; Sales; Hedge Fund Pop Quiz (csinvesting)
Why The Next Bear Market May Feel More Painful (A Wealth of Common Sense)
Tails, You Win (Collaborative Fund)
Hostages (The Reformed Broker)
Pain Plus Reflection Equals Progress (Farnam Street)
The Geometry of Wealth (The Irrelevant Investor)
The Evil Hours (Of Dollars and Data)
The #1 Rule in Investing (Pension Partners)
Mistakes were Made. (And, Yes, by Me.) (Jim O’Shaughnessy)
The Turkey Illusion (Safal Niveshak)
Ten Lessons from Michael Batnick’s Book ‘Big Mistakes’ (Ivanhoff Capital)
Your Risk Tolerance Is An Illusion: Wait Until You Start Losing Big Money (Financial Samurai)
Inferring the Statistics of Buffett’s Alpha (Flirting With Models)
Investing Will be the Most Popular Language (Medium)
Has Berkshire Hathaway Lost Its Edge? (GuruFocus)
How to Avoid Getting Sick From Financial Markets (Bloomberg)
Hedge fund billionaire Julian Robertson: The FANG stocks are cheap (video) (CNBC)
The Voting Machine vs. The Weighing Machine (Advisor Perspectives)
Hedge funds worry about the legal risks of using “alternative” data (The Economist)
Paul Tudor Jones – Just imagine when next recession comes (video) (YouTube)
Jim Rogers Launches Artificial Intelligence ETF (EFT.com)
Trust the Process (Alpha Architect)
Decision Noise Reduction – This Is The One Thing Investment Managers Should Get Right (DSGMV)
“Bad or Good Board of Directors – You Won’t Believe What Happened Next!” (25iq)
Why Do Investors Focus on the Wrong Things? (Behavioural Investment)
Hedge Funds’ Best Ideas? Those Are Just Stocks They’re Dumping (Bloomberg)
Active Managers Move “All In” Again (Dana Lyons Tumblr)
This week’s best investing research reads:
How Can Investment Professionals Build Trust? (CFA Institute)
A Smarter CAPE Ratio to Better Forecast Expected Stock Returns (Academic Insights)
Is Your Alpha Big Enough to Cover Its Taxes? A Quarter-Century Retrospective (Research Affiliates)
Hunting for Alpha (Albert Bridge Capital)
Weighing the Week Ahead: What is Working, and Will It Persist? (Dash of Insight)
US Equity Bull Run Is Second Longest For Economic Expansions (The Capital Speculator)
CAPE of Good Hope? P/E Divergence as a Performance Signal (Economic Data)
This week’s best investing podcasts:
Animal Spirits: The Mother of All Credit Bubbles (Ben Carlson & Michael Batnick)
Ben Hunt On The Unparalleled Power Of Narrative In The Financial Markets (Jesse Felder)
Buffett & Munger Q & A at the 2018 Berkshire Hathaway Shareholders Meeting (Preston Pysh & Stig Brodersen)
New Angles on Crypto, with Kyle Samani and Tushar Jain (Patrick O’Shaughnessy)
Matt Hougan, “Anyone Who Tells You They Know What’s Going to Happen in Crypto Is Probably Lying to You” (Meb Faber)
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