Here is a list of this week’s best investing reads:
36 Obvious Investment Truths (A Wealth of Common Sense)
Double Loop Learning: Download New Skills and Information into Your Brain (Farnam Street)
Cliff Asness Sets The Quant and Hedge Fund Record Straight (video) (WealthTrack)
Same Old Greed In A Shiny New Wrapper (The Felder Report)
It’s a big club, and you ain’t in it (The Reformed Broker)
Twists and Turns in the Tesla Story : A Boring, Boneheaded Update! (Musings on Markets)
Selling Out to Warren Buffett: Clayton Homes (csinvesting)
Pop (The Irrelevant Investor)
Little Money Rules (Collaborative Funds)
Man Vs. Machine: Credit Suisse Finds Renewed Value In Human Traders (Forbes)
High Quality Vs Low Price (Safal Niveshak)
Warren Buffett: More Luck Than Skill? (GuruFocus)
The Best Defense is a Quality Business (MicroCapClub)
You See What You Want To See (Of Dollars and Data)
How Blogging Changed Wall Street (Pragmatic Capitalism)
Passive Investor High Risk of Large Drawdown (Price Action Lab)
How to Face the Next Bear Market with Confidence (Advisor Perspectives)
Bull Markets & P/E Multiple Expansion (Ritholz)
Style Boxes: Growth, Value, and Spite (Absolute Return Investing)
AQR Insight Award 2018 (AQR)
Skill Ratio vs. Information Ratio (CFA Institute)
Financial Constraints Generate a 6.5% 5-Factor Fama-French Alpha? (Alpha Architect)
Three Ways To Shift The Bell Curve To The Right (The Evidence Based Investor)
Are Investors Becoming Better at Fund Picking? (Quantpedia)
Active management should work because active managers work hard! (mrzepczynski)
Oakmark’s David Herro: What’s Changed, What Hasn’t, Since the 1980s (Morningstar)
This week’s best investing research reads:
Moving Averages and Volatility (Pension Partners)
Dangerous Yield Curves Ahead? (Advisor Perspectives)
Factor Investors Don’t Believe in Global Warming (Part 2) (Mindfully Investing)
What is the Optimal Significance Level for Investment Strategies? (papers.ssrn)
Talking AI: how social media affects algorithms (Academic Insights of Investing)
You May Beat an Algorithm Today. What about Tomorrow? (CFA Institute)
This week’s best investing podcasts:
Animal Spirits Episode 35: Individual Alpha (Ben Carlson & Michael Batnick)
Attending The 2018 Berkshire Hathaway Shareholders Meeting (Part 2) (Preston Pysh & Stig Brodersen)
Corporate Bankruptcy with Kate Waldock (Wes Gray)
Jack Vogel – Momentum in Theory, Momentum in Practice (Corey Hoffstein)
The Past, Present & Future of ETFs with Eric Balchunas (Patrick O’Shaughnessy)
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