Here’s a list of this week’s best investing reads:
Cherish Your Exceptions (A Wealth of Common Sense)
An Investment Approach That Works (Farnam Street)
Don’t Dismiss The Dire Message From ‘The Index Of The Volume Of Speculation’ (The Felder Report)
Numbers Are Not Reality (The Irrelevant Investor)
How to follow the economy (The Reformed Broker)
Warren Buffett Moves the Goalposts! (The Rational Walk)
Barron’s Interview with Steve Romick, First Pacific (Barron’s)
The Perils of Investing Idol Worship: The Kraft Heinz Lessons! (Aswath Damodaran)
Every Investment Decision You Make Is Market Timing (Financial Samurai)
Value Investing: Has it Gone Out of Style? (Validea)
What Else Matters? (Collaborative Fund)
My Notes on Warren Buffett’s 2018 Letter to Shareholders (Safal Niveshak)
CNBC’s Interview with Lee Cooperman (YouTube)
Playing Defense (Humble Dollar)
Edge Over Odds (Demonetized)
Quick Thinking Leads to Bad Behavior (Morningstar)
What Buffet Doesn’t Understand About Gold & Why You Should Ignore Him (Speculators Anonymous)
Returns vs. Popularity (csinvesting)
Introducing the New AQR S.M.O.O.T.H. Fund (Cliff Asness)
Investing Is Not as Hard as We Think (MOI Global)
The Psychology Behind Smart People Saying Dumb Things (Zen Investor)
Video of the Week: Buy When You Have Money in Hand – At The Right Valuation (The Dividend Guy)
Workism Is Making Americans Miserable (The Atlantic)
5 Insights from Charlie Munger’s 2019 Daily Journal Annual Meeting (Behavioral Value Investor)
Who Needs Free? Passive Fund Prices Flatline (WSJ)
The lower the cost, the greater the chance of success (Evidence Based Investor)
What is Worse: Data-Mining or Not Innovating? (Two Centuries)
Mistakes Are Lessons Inside Out* (Financial Bodyguard)
In Search of Temperament IV – Self-Awareness and Self-Control (Investment Innovation)
Three Things I Think I Think – Buffett Letter Edition (Pragmatic Capitalism)
Are you prepared for a tail event? – Investing for extremes (Mark Rzepczynski)
This week’s best investing research reads:
Rebalancing…Not so Fast (Alpha Architect)
Value Versus Growth: The International Evidence (papers.ssrn)
Margins May Be Close To Plummeting (UPFINA)
Three Applications of Trend Equity (Flirting with Models)
Is Advance-Decline Signal Really “Infallible”? (Dana Lyons)
Volatile Markets: Are High-Frequency Traders to Blame? (Advisor Perspectives)
Option-Implied Skewness and the Momentum Anomaly (CFA Institute)
This week’s best investing podcasts:
Animal Spirits Episode 70: The Rich Man’s Disease (Ben Carlson & Michael Batnick)
Intellectual Investor Podcast (Vitaliy Katsenelson)
i3 Podcast Ep 20: Mike Cantara (Daniel Grioli)
Sam Altman on Loving Community, Hating Coworking, and the Hunt for Talent (Ep. 61 — Live) (Tyler Cowen)
#FASuccess Ep 111: Why The Right Advisory Fee To Charge Is The One That Not All Clients Say “Yes” To, With Jim Stackpool (Michael Kitces)
24 The Systematic Investor Series ft Meb Faber (Niels Kaastrup-Larsen)
Michael Kitces – The Past, Present & Future of Financial Advice (Patrick O’Shaughnessy)
Matt Botein – Flexible Investing and Institutional Challenges (EP.88) (Ted Seides)
TIP231: The Mind Of A World Poker Champion w/ Annie Duke (Stig Brodersen & Preston Pysh)
Episode #144: Marty Bergin, “Adapt Or Die” (Meb Faber)
Reversion To The Mean: Self Vs. Financial Wealth (Justin Castelli)
This week’s best investing chart:
How AI and Big Data Will Unlock the Next Wave of Mineral Discoveries (Visual Capitalist)
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