This Week’s Best Investing Reads 2/22/2019

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

The Distrust of Intellectual Authority (Farnam Street)

First Mover Alpha (A Wealth of Common Sense)

Un-Complicating Investing (The Irrelevant Investor)

Problematic (The Reformed Broker)

Under the Influence (Humble Dollar)

Charlie Munger on Elon Musk (The Daily Journal Annual Meeting 2019) (Youtube)

Howard Marks, CFA: Getting the Odds on Your Side (CFA Institute)

Is the Art of Stock Picking Making a Comeback? (Validea)

How Two Hidden Forces Significantly Contributed To Shaping The ‘Winner-Take-All’ Economy (The Felder Report)

FDR Weighs In on the Buyback Debate (Jason Zweig)

The Greatest Investor You’ve Never Heard Of: An Optometrist Who Beat The Odds To Become A Billionaire (Forbes)

Warren Buffett Can’t Find Anything Big to Buy (WSJ)

Zurich to Nice – Travel Notes (Vitaliy Katsenelson)

Investment Process (csinvesting)

My Talk at Value Investing Summit, Kuala Lumpur (Safal Niveshak)

Different Kinds of Stupid (Collaborative Club)

Is an Obsession with Outcomes the Most Damaging Investor Bias? (Behavioural Investment)

How to Invest a Lump Sum (Of Dollars & Data)

Bill Gross Succumbs To His Nemisis (The Macro Tourist)

Why Do Markets Go Up? (Factor Investor)

How Bond Vigilantes Really Think (Pragmatic Capitalism)

Mutual fund report card: February 2019 (Mathinvestor.org)

A Closer Look at Quality: The Fuzziest of Factors (Morningstar)

Rebalancing 101: The What, Why, When & How (The Financial Bodyguard)

The Alchemy of Narrative (Epsilon Theory)

Stock Markets Are Increasingly Irrelevant (investment Innovation)

Is Overbought A Good Thing? (Dana Lyons)

How To Learn Value Investing [Talk by Gary Mishuris at Babson College] (YouTube)


This week’s best investing research reads:

Trend-Following: A Decade of Underperformance (Alpha Architect)

Illusions of Long-Term Performance Charts (Price Action Lab)

Asset Allocation Roundup (Allocate Smartly)

Dissecting Apple’s (AAPL) Consensus Estimates for FY19 (Financial Alchemist)

Spinoff Odds & Ends: Catching Up With Elliott, JANA and Greenlight (Stock Spinoffs)

Is The Stock Market Overbought? (UPFINA)

Equity Risk Premiums (ERP): Determinants, Estimation and Implications – The 2018 Edition (papers.ssrn)

G̷̖̱̓́̀litch (Flirting With Models)

Jordan Roy-Byrne: The Long Term Gold Chart is Really Exciting (Palisade Research)

Global Risk Premia – Long-term support across strategies and asset classes especially for trend and carry (Mark Rzepczynski)

It Takes 2 (Questions) to Make a Thing Go Right (Advisor Perspectives)


This week’s best investing podcasts:

Animal Spirits Episode 69: Denominator Blindness (Michael Batnick & Ben Carlson)

TIP230: Billionaire Larry Ellison Lessons (Stig Brodersen & Preston Pysh)

Episode 8:    Charley Ellis – Multiple Ways to Win (Ted Seides)

20 Top Traders Round Table with Jake Barton, Trent Webster, and Steven Wilson – 1of2 (Niels Kaastrup-Larsen)

#52 Peaceful Parenting (Shane Parrish)

#361: Jim Collins — A Rare Interview with a Reclusive Polymath (Tim Ferriss)

Episode #143: David Eifrig, “Most People Run Losses Into The Ground” (Meb Faber)

Frazer Rice: Financial Education For All Net Worths (Justin Castelli)


This week’s best investing chart:

Where Investors Put Their Money in 2018 (Visual Capitalist)

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