This Week’s Best Investing Reads 10/26/2018

Johnny HopkinsValue Investing NewsLeave a Comment

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

And now…a reality check (The Reformed Broker)

Hemingway, a Lost Suitcase, and the Recipe for Stupidity (Farnam Street)

DotCom Deja Vu (The Felder Report)

Can the Stock Market Predict The Next Recession? (A Wealth of Common Sense)

Value Investing Claims Another Casualty as $5 Billion SPO Shuts (Bloomberg)

Rube Goldberg (Collaborative Fund)

All You Need to Do to Finish Rich (The Irrelevant Investor)

Stepping Up (Humble Dollar)

What We (Don’t) Know (Safal Niveshak)

You’re a Bad Investor? That Can Be Good (Jason Zweig)

Pessimism on global growth reaches November 2008 levels; is it justified?  (The LT3000 Blog)

ValueAct’s Ubben says electricity is the next ‘Amazon-like’ growth area (CNBC)

Are Millennials About to Get Slaughtered? (Macro Tourist)

The Average Stock Is Overvalued Somewhere Between Tremendously And Enormously (Vitaliy Katsenelson)

Summary of Great Investors’ Best Ideas Conference (GIBI) Dallas 2018 (Market Folly)

Why Kodak Died and Fujifilm Thrived: A Tale of Two Film Companies (PetaPixel)

Improving Factor-Based Quantitative Investing by Forecasting Company Fundamentals (Cornell)

The agony of the value investor (The Economist)

Investing is Hard (MicroCapClub)

Action Speaks Louder Than Words (Intelligent Fanatics)

Older tech companies among the more reasonable stocks right now (Aswath Damodaran)

Howard Marks, may the odds be ever in your favor (The Waiter’s Pad)

The George Costanza Portfolio (Cliff Asness)

Alignment of Investing Styles Not Necessarily Bad Omen (Validea)

Circle of Competence (Behavioral Value Investor)

Small Is Better and So Is Passive in Money Management (Bloomberg)

A Change in Perspective (Of Dollars & Data)

Peter Bernstein: Embracing Surprise (Novel Investor)

Attack of the Clone: Lessons from Replicating Long/Short Equity (Flirting With Models)

Why Does the Stock Market Rise and Fall? (Pragmatic Capitalism)

Why $5 Million Is Barely Enough To Retire Early With A Family (Financial Samurai)

Don’t Avoid the Simple Questions (Behavioural Investment)

This week’s best investing research reads:

Constructing Long-Only Multifactor Strategies: Portfolio Blending vs. Signal Blending (Alpha Architect)

Stocks Above Their 50-DMA (Crossing Wall Street)

Wall Street ‘Pros’ Finally Seeing the Upcoming Global Earnings Recession (Palisade Research)

Reviewing The Catalysts Of Stock Market Volatility (UPFINA)

Another Ominous Sign For the Market (Price Action Lab)

The big waves for stocks, bonds and commodities – You have to exploit these trends (mrzepczynski)

Scoring the Market Negatives (Advisor Perspectives)

Andrew W. Lo: To Survive Adaptive Markets, Look to Biology (CFA Institute)

This week’s best investing podcasts:

Value Investing That Is Socially Responsible With Jerome Dodson (GuruFocus)

Karen Finerman, ‘Out-of-Favorness’ Is Appealing. The Difficult Part is Timing (Meb Faber)

Precious Metal Investing: Gold, Silver, & Platinum w/ David McAlvany (Stig Brodersen & Preston Pysh)

Howard Lindzon – Fintech and Trend Following (Patrick O’Shaughnessy)

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