This Week’s Best Investing Reads 07/20/2018

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Here is a list of this week’s best investing reads:

Pareto [Awesome Chart Every Investor Should See] (The Irrelevant Investor)

Tech stocks contributed 98% of the S&P 500’s 2018 gain (The Reformed Broker)

Mindsets: Optimism vs. Complacency vs. Pessimism (Collaborative Fund)

Gold in $US to be at $0.00 in 2020; TREASURE CHEST!; Breaking Biases (csinvesting)

Stock Analysis and the Illusion of Control (Safal Niveshak)

“The market is rolling simply because it’s rolling” (A Wealth of Common Sense)

What The Buy-And-Hold Cult Doesn’t Want You To Know (The Felder Report)

Jason Zweig: Lessons and Ideas from Benjamin Graham  (Jason Zweig)

Warren Buffett finds an ‘elephant’ in Berkshire’s own backyard (CNBC)

The Death of Diversification (Behavioural Investment)

Tips for the Contrarian Investor (Validea)

Why Nobel laureate Richard Thaler follows Warren Buffett’s advice to avoid bitcoin (Investing)

Understanding The Yield Curve: An Economic Predictor (Financial Samurai)

Which of the major stockmarkets are ‘cheap’ going into 2018 (Schroders)

The Most Important Asset (Of Dollars and Data)

Netflix and the painful end of the road for momentum stocks (Globe an Mail)

What Makes A Great Investor (Andrew Thrasher)

Portfolio Craftsmanship is Just as Important as Choosing an Investment Style (Alpha Architect)

Quant Funds Are Getting A Bad Rap (Bloomberg)

Making Sense of Choppy Waters (TraderFeed)

Business Lessons from Rob Hayes (First Round Capital) (25iq)

The Next 7 Years (Pension Partners)

I Hear 1987 New Wave Is Back (Macro Tourist)

The Humble Express (realsmartica.com)

Some of the Best Q2 2018 Commentaries

Wally Weitz – Value Matters – Q2 2018 Commentary (weitzinvestments.com)

Ron Muhlenkamp – What Do We Make of All of This? – Q2 2018 Commentary (muhlenkamp.com)

David Rolfe – When The Punchbowl Is Spiked With Debt – Q2 2018 Commentary (Wedgewood Partners)

Michael Seckler/John Alberg  – What Are These Things We Call Companies – Q2 2018 Commentary (Euclidean Technologies)


This week’s best investing research reads:

Barclays Global Outlook Report (Barclays Live)

Private Equity Funds: Leverage and Performance Evaluation (CFA Institute)

China Internet Report (Abacus News)

“Bubble-Like Stock Valuations Miss $3.4 Trillion in Hidden Assets” – or Why Intangibles Matter (Knowledge Capital Leaders)

A Behavioral Finance Explanation for the Success of Low Volatility Portfolios (papers.ssrn) H/T Lawrence Hamtil

Yield Curve Inversion: Not What it Appears (Advisor Perspectives)

Momentum’s Magic Number (Flirting With Models)

How to build effective economic models – Translate to a narrative and have examples (mrzepczynski.blogspot.com)

The Cognition Crisis (Medium)

5 Things About Sustainable Investing in the First Half of 2018 (Morningstar)

Data Science and Alpha (AlbertBridgeCapital)

In Muni Land, the Yield Curve Never Inverts (Barron’s)


This week’s best investing podcasts:

Value is Dead, Long Live Value, with Modest Proposal (Patrick O’Shaughnessy)

Episode #113: Stanley Altshuller, “I’m Bullish On Active Management, But I Think That You Need A Correction For People To Remember Why Hedge Funds Exist In The First Place” (Meb Faber)

Animal Spirits: Half the Population (Ben Carlson & Michael Batnick)

TIP199: Learnings From Jeff Bezos (Preston Pysh & Stig Brodersen)

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