Here is a list of this week’s best investing reads:
Sustaining Wealth is Harder Than Getting Rich (A Wealth of Common Sense)
Markets Go Up and Down; Shorting Stocks (csinvesting)
If You Say Something Is “Likely,” How Likely Do People Think It Is? (Michael Mauboussin)
The Broker Who Saved America (The Reformed Broker)
What Have You Done For Me Lately? (The Irrelevant Investor)
Fearless (MicroCapClub)
10 Fun Facts That You Might Not Know About Microsoft (Dividend Growth Stocks)
Investing and The Art of Catching Falling Knives (Safal Niveshak)
Expiring vs Long Term Knowledge (Collaborative Fund)
How Markets Work (Peter Lazaroff)
The Privilege of Knowledge (Of Dollars and Data)
Vitaliy Katsenelson – London Value Conference Presentation (Q&A) (Video) (Contrarian Edge)
Lessons From Cliff Asness (25iq)
29 Life-Changing Lessons That Will Make You Successful And More Strategic (Medium)
Boring Is Good (Mullooly)
The Hidden Index Bubble (The Motley Fool)
Let’s Talk About that “Rapidly” Falling Deficit (Pragmatic Capitalism)
The New Glide Path (Flirting With Models)
Why Value Investing Works (Morningstar)
David Einhorn’s ‘Unbelievable’ Performance (GuruFocus)
Zeitgeist: Why It Matters to Advisers and Investors (CFA Institute)
Identifying Value Stocks Is Methodology And Art (Forbes)
Activist Investor Dan Loeb Turns up Heat on Nestle (US News)
Market Rally: Value Investors at a Crossroads (WSJ)
This week’s best investing research reads:
For Consistency Across Market Conditions, Try a Quant Manager (Alpha Architect)
Momentum, Mean-Reversion and Social Media: Evidence from StockTwits and Twitter (papers.ssrn)
The Money Gods’ Price For Achieving High Returns (The Fat Pitch)
The Evolution of Investing (Dual Momentum)
Is It Time To Worry About 2020 (Dash of Insight)
Multi-Asset Class Strategies: How Do I Use Thee? Let Me Count The Ways (GMO)
Hedge Fund Performance Poor For 2018 – Limited Alpha Generation (mrzepczynski.blogspot.com)
This week’s best investing podcasts:
Momentum in Theory, Momentum in Practice – Jack Vogel (Wes Gray)
Alive Time vs. Dead Time: My Conversation with Robert Greene (Shane Parrish)
Niel Robertson – The Future of Media (Patrick O’Shaughnessy)
Which Portfolio Hedge for This Market?… Is Short-Termism Harming Your Investments?… and Listener Q&A (Meb Faber)
Black Swan Growth (Ben Carlson and Michael Batnick)
The Creative Curve With Allen Gannett (Stig Brodersen & Preston Pysh)
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