Here’s a list of this week’s best investing reads:
Why Small Habits Make a Big Difference (Farnam Street)
Normal Accidents in the Stock Market (A Wealth of Common Sense)
Mind the Gap (Humble Dollar)
CNBC’s full interview with Paul Tudor Jones (CNBC)
Asset Owners Are Falling Out of Love With Index Funds (Institutional Investor)
Rational vs. Reasonable (Collaborative Fund)
3 Things To Learn From Market Speculator Victor Niederhoffer (Forbes)
A Mostly Random Walk Down Wall Street (The Irrelevant Investor)
Buffett and Cooperman Agree Luck is Key to Investing Success (Validea)
The Best White Papers 2018 (savvyinvestor)
Lecture Presentation and Notes: Surviving the Investing Game (Safal Niveshak)
Why A Defensive Rotation May Not Work So Well This Time (The Felder Report)
The perils of trying to time the market (The Economist)
5 hot posts I’m reading today (The Reformed Broker)
Slow Down (MIcroCapClub)
What You Can Learn From How Warren Buffett’s Investment Process Evolved (Behavioral Value Investor)
The Greatest Barrier to Entry (Intelligent Fanatics)
Humans vs. Machines: The Stress Management Edge (CFA Institute)
2019 S&P 500 Price Targets By Wall Street Strategists Are Mostly Bullish (Financial Samurai)
My Favorite Investment Writing of 2018 (Of Dollars & Data)
Is There A Behavioural Premium for Illiquid Investments? (Behavioural Investment)
This week’s best investing research:
ETFs Have NOT Screwed Up Correlations, Liquidity, and Alpha Opportunities (Alpha Architect)
Arctic Trails, Winter Gales, And Gold’s Secret Tales (Palisade Research)
Don’t Ignore The Yield Curve (The Macro Tourist)
Yield Curve Inversion Can Cause A Crisis Through Reflexivity (UPFINA)
The Counterproductive Nature of Annual Forecasts (Pragmatic Capatilsm)
Imminent Death Cross in S&P 500 (Price Action Lab)
Synching Lower (Advisor Perspectives)
The Risk in the Risk-Free Rate (Flirting with Models)
Yield Curve Impact on Asset Prices – Evidence Does Not Provide Simple Answers (DSGMV)
The ETF liquidity question: Can the passive universe hold up in the event of a market crisis? (13D Research)
This week’s best investing podcasts:
Top Investment Podcasts – 2018 (Meb Faber)
Animal Spirits Episode 59: Late Cycle (Ben Carlson & Michael Batnick)
[i3] Podcast – MarketFox Interview with James O’Shaughnessy (Daniel Grioli)
Winning at the Great Game: My Interview with Adam Robinson (Part 1) (Shane Parrish)
TIP220: Lessons from Billionaire Oprah Winfrey (Stig Brodersen & Preston Pysh)
Bryan Krug – High Yield Credit Investing (Patrick O’Shaughnessy)
Brent Beshore – Micro Buyout Adventur.es (EP.79) (Ted Seides)
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