Here’s a list of this week’s best investing reads:
What’s Staying the Same (Farnam Street)
The McRib Effect (Of Dollars & Data)
Tiny Improvements, Big Results (A Wealth of Common Sense)
I Remember When (The Irrelevant Investor)
When Things Get Wild (Collaborative Fund)
Will the stock market celebrate gridlock? (The Reformed Broker)
The Quant Frontier (Jamie Catherwood)
In Praise of Mediocrity, Being Happy, And Learning How to Learn (Safal Niveshak)
Has Buffett Lost It?! (The Brooklyn Investor)
Stansberry Investor Hour Interview (Vitaliy Katsenelson)
Quant Investor Cliff Asness Defends Factor-Based Strategies (Validea)
Transcendental Meditation: Another Cult or Blissful Nirvana? Greenwald Lectures (csinvesting)
Warren Buffett sends ‘strong signal’ to market with Berkshire Hathaway’s $1 billion buyback (CNBC)
Buffett’s Underrated Investment Attribute (Base Hit Investing)
Michael Mauboussin – Making Sense Of Multiples: Mauboussin On EV/EBITDA (Forbes)
All it Takes is One (MicroCapClub)
Berkshire’s Repurchase Policy: Too Little, Too Late? (The Rational Walk)
Just Asking (Humble Dollar)
Sometimes, It’s Bonds For the Long Run (Jason Zweig)
Smart Beta: How to Avoid Fixed Income’s “Crocodile Jaws” (CFA Institute)
Measuring the Benefit of Diversification (Flirting With Models)
The New Three-Legged Retirement Stool: You, You, And You (Financial Samurai)
Where do we stand after the October repricing? (mrzepczynski)
World After Capital (Barel Karsan)
Three Things I Think I Think – What In the Hell is Going On Out There? (Pragmatic Capitalism)
This week’s best investing research:
Alpha within Factors (OSAM)
Fund Capacity Analysis: How Much Capital Will a Strategy Handle? (Alpha Architect)
Time to Hit the Panic Button? (Insecurity Analysis)
3rd Greatest PE Decline & How S&P 500 Free Cash Flows Are Spent… (UPFINA)
Please, No More Correlations (Price Action Lab)
Smoke and Mirrors: Earnings Flatter US Stock Valuations (Advisor Perspectives)
Mid-Term Election Cycle (Macro Tourist)
Central Banks Buy Their Most Gold In Years As They Look To Reduce Risk (Palisade Research)
This week’s best investing podcasts:
Jonathan Tepper On The Single Most Important Question Investors Should Be Asking Right Now (Jesse Felder)
Ryan Caldbeck – Quant in Private Markets (Patrick O’Shaughnessy)
TIP215: Billionaire Mark Zuckerberg Lessons – Facebook (Business Podcast) (Stig Brodersen & Preston Pysh)
Animal Spirits: Spirit Animal (Ben Carlson & Michael Batnick)
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