Here is a list of this week’s best investing reads:
The Spectrum of Financial Dependence and Independence (Collaborative Fund)
The 3 Levels of Wealth (A Wealth of Common Sense)
No, No, No (The Irrelevant Investor)
Once in a lifetime, if you’re lucky (The Reformed Broker)
The Untapped Market That’s Ripe For Activists (Institutional Investor)
It’s More Than Just FANG Stocks Investors Should Be Worried About (The Felder Report)
4 Lessons From the Richest Woman In Wall Street History (Of Dollars and Data)
Interview With Rob Arnott – Research Affiliates (The Big Picture)
Gold: Come On – Admit It – You Want To Own It (The Macro Tourist)
Be Water, My Friend (Safal Niveshak)
Eyeing returns in tennis and investment (Schroders – Value Perspective)
Value Still Waiting for a Catalyst (Advisor Perspectives)
Inside Google’s Venture Capital “Machine” (Axios)
Not So Predictable (Humble Dollar)
The Skeptic’s Checklist (Behavioral Value Investor)
Questions I’d Be Asking If I Owned Tesla Stock (Vitaliy Katsenelson)
The Real (Cautionary) Take Of David Einhorn (LT3000 Blog)
Goldman Sachs 2018 Mid-Year Report (Goldman Sachs)
If You Take Risk, Get Compensated For It (Valedia)
Langone and Druckenmiller Speech 2018 Alexander Hamilton Awards (Manhattan Institute)
Lessons from Elad Gil and High Growth Handbook (25iq)
A Look At Apple’s Trillion-Dollar World (Bloomberg)
Be Wary of Mutual Funds Run by Hedge-Fund Managers (Barron’s)
The (Other) Problem with Active Management (Behavioural Investment)
Measuring Process Diversification in Trend Following (Flirting With Models)
Home Is For Your Heart, Not Your Portfolio (Global Investment Strategy)
An Inverted Yield Curve May Not Portend Doom (WSJ)
This week’s best investing research reads:
Finance Journals Rarely Publish Articles with low T-stats (Alpha Architect)
What Are Leading Indicators Showing For 2H 2018? (Upfina)
What Can Fintech Accelerators Teach Financial Advisers? (CFA Institute)
If there are no trends, there will be no gains (mrzepczynski)
Tug of War in The Bond Market (Dr Ed’s Blog)
Factors: Shorting Stocks vs The Index (Factor Research)
Cyclically Non-Adjusted Earnings (Adsolute Return Investing)
Major Asset Classes | July 2018 | Performance Review (The Capital Spectator)
Ranking the Worst-Ever One-Day Stock Market Cap Crashes (Political Calculations)
This week’s best investing podcasts:
What Worked on Wall Street (Ben Carlson & Michael Batnick)
Cathie Wood – Investing in Innovation (Patrick O’Shaughnessy)
TIP201: Big Mistakes That Great Investors Make w/ Michael Batnick (Preston Pysh & Stig Brodersen)
Q2 2018 Commentaries
Weitz Value Fund Q2 2018 Commentary (Weitz Investment Management)
Tweedy Browne Q2 2018 Commentary (Tweedy Browne Fund Inc)
Fairholme 2018 Semi Annual (Fairholme Funds)
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