Here’s a list of this week’s best investing reads:
The Stormtrooper Problem: Why Thought Diversity Makes Us Better (Farnam Street)
How The Buffett Yardstick Shows Both ‘Sky-High’ Stock Market Valuations And Investor Sentiment (The Felder Report)
The Worst Entry Point in Stock Market History? (A Wealth of Common Sense)
Summary Edition Credit Suisse Global Investment Returns Yearbook 2019 (Credit Suisse)
Double Your Money (The Reformed Broker)
Mature Company Stocks Are Not Bonds (Vitaliy Katsenelson)
The Big Berkshire Hathaway Buyback No One Is Talking About (Motley Fool)
SEC commissioner’s report reveals a ‘very troubling’ pattern in stock buybacks and insider selling (Yahoo Finance)
What Happens After You Win? (The Irrelevant Investor)
SoFi Plans to Launch the First No-Fee ETFs (Bloomberg)
Dealing with Stupidity in Investing, Naval Ravikant on Wealth, and Secrets of Long and Healthy Life (Safal NIveshak)
From Time Inc. to a Ponzi scheme: The journey of Jordan Goodman. (NY Times)
January 2019 Data Update 9: The Pricing Game (Aswath Damodaran)
Seasonality, However You Slice It, Isn’t Predictive (Fisher Investments)
After a Rough Year for Dan Loeb’s Third Point Can Spinoffs Turn Around 2019? (Stock Spinoffs)
10 Rules for Forecasting (CFA Institute)
THE TRAUMA FLOOR – The secret lives of Facebook moderators in America (The Verge)
Has Kraft Heinz Made $24 Billion Since Merger or $6 Billion? It Depends (WSJ)
Not Caring: A Unique and Powerful Skill (Collaborative Fund)
Spoonful of Advice (Humble Dollar)
A First: Sam Zell Buys Gold (Validea)
How Much Accuracy Is Enough? (Flirting with Models)
Howard Marks: Controlling Risk (GuruFocus)
Grantham: I Would Stay Away From The U.S (CNBC)
Elliott Management on Ebay (csinvesting)
Investment Causality – Narrative, Price, Fundamentals Or The Reverse (Mark Rzepczynski)
Gluttons For Punishment (Demonetized)
Even Keynes couldn’t time the market (The Evidence-Based Investor)
In Praise of Work (Epsilon Theory)
Explaining the Stock Market to a Martian (Zen Investor)
How to Become an Investor (Behavioral Value Investor)
The Monetary Duration Dilemma (Pragmatic Capitalism)
i3 Insights: In Search of Temperament IV – Self-Awareness and Self-Control (Market Fox)
Why Berkshire’s Approach Is So Hard (MOI Global)
The Easiest Retirement Choice (Of Dollars & Data)
Most Investors Should Be Satisficers not Maximisers (Behavioural Investment)
This week’s best investing research reads:
Sector Business Cycle Analysis (Alpha Architect)
Shifting Climate, Shifting Opportunities (Advisor Perspectives)
Stocks Caught In The Middle Of Two Narratives (UPFINA)
Venture Capital and Private Equity: A Course Overview (papers.ssrn)
Chinese Stocks Climb Over Wall Of Resistance (Dana Lyons)
This week’s best investing podcasts:
Episode #145: Cloning The Largest Hedge Fund In The World: Bridgewater’s All Weather (Meb Faber)
TIP232: Billionaire Stanley Druckenmiller Lessons (The Investor Podcast)
Jim O’Shaughnessy, Founder of O’Shaughnessy Asset Management: Probabilities Over Possibilities (investing City Podcast)
Luck, Risk and Avoiding Losers (Shane Parrish)
How To Fail Like A Pro (Freakonomics)
The Future of Politics with Peter Zeihan [Invest Like the Best EP.123] (Patrick O’Shaughnessy)
Thomas Russo – All About Berkshire Hathaway (EP.89) (Ted Seides)
Animal Spirits Episode 71: Supremely Efficient Markets (Ben Carlson & Michael Batnick)
Jesse Felder: Everybody Needs Some Exposure to Gold (Palisade Research)
Jordan Peterson on Mythology, Fame, and Reading People (Tyler Cowen)
This week’s best investing chart:
The Controversy Around Stock Buybacks Explained (Visual Capitalist)
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