Here’s a list of this week’s best investing reads:
Useful and Overlooked Skills (Collaborative Fund)
Investors Aren’t Embracing Risk In The Way Equity Bulls Should Hope (The Felder Report)
The Lies We Tell (Farnam Street)
The quest to find companies that have a lasting competitive edge (The Economist)
Warren Buffett Is About to Face Some Tough Questions About Lagging Berkshire Hathaway Stock (Financial News)
Nassim Taleb At The 2018 Prime Quadrant Conference (ValueWalk)
You Can’t Always Trend When You Want (AQR)
Robots Won’t Replace the Fundamental Investor (Validea)
The 2018 stock market correction and the art of being patient (UK Value Investor)
What Wall Street Doesn’t Want You To Know About Risk (The Irrelevant Investor)
Charlie Munger Doesn’t Want Wall Street ‘Making the Damn Decisions’ at Wells Fargo (WSJ)
A Defender of the Idea (The Irrelevant Investor)
Winning Your Race (MicroCapClub)
Hedge fund billionaire Ray Dalio tops new rich list (Institutional Investor)
The Errors That I Don’t See (Of Dollars & Data)
Trading Psychology Techniques – 1: Keeping a Trading Journal (TraderFeed)
Rethinking International-Stock Asset Allocation (Morningstar)
Hedge Funds Are Shorting the VIX at a Rate Never Seen Before (Bloomberg)
Style Surfing the Business Cycle (Flirting With Models)
Is the value premium dead? (The Evidence-Based Investor)
24th Annual Sohn Investment Conference New York (Market Folly)
How many animals should be in the factor zoo? (Mark Rzepczynski)
In Search of Temperament Final – Measuring Success (Market Fox)
The investor as an investigative journalist… (Value Investing World)
Yale CIO David Swensen on Investment Track Records (Ted Seides)
Things That Were Said During the Bear Market (A Wealth of Common Sense)
Four Behavioral Biases — and How to Fight Them (CFA Institute)
How Many Stocks Should You Own in Your Portfolio? (MOI Global)
To Beat The Market – You Need To Be A Second-Level Thinker (Speculators Anonymous)
Buffett’s Berkshire Hathaway to invest $10 billion in Occidental Petroleum for Anadarko takeover (CNBC)
Manchester United, Poor Decision Making and the Problem of Small Sample Sizes (Behavioural Investment)
This week’s best investing research reads:
4 Recent Asset Allocation Articles (AllocateSmartly)
Watch Out for Volatility, Even in Rising Markets (Advisor Perspectives)
Practitioners Guide to MMT: PART 1 (The Macro Tourist)
The “Story of The Decade”: Why U.S. Economy Strengthens While Setting Records for Longevity (WealthTrack)
Convertible Debentures: Online Again! (Barel Karsan)
Inflation & Income Growth Implications On Fed Rate Cut (UPFINA)
The Role of Shorting, Firm Size, and Time on Market Anomalies (papers.ssrn)
The Confusion about Debt and Inflation (Investment Innovation)
Will Chart Resistance Put A Cap On Commodities? (Dana Lyons)
Deep Dive into the Value Factor (Alpha Architect)
This week’s best investing podcasts:
TIP240: Investing in Fine Art Like a Stock w/ Scott Lynn (The Investors Podcast)
Decoding Difficult Conversations – Sheila Heen, two time NY Times best selling author (The Knowledge Project)
Ep. 79: Remember Gchat? (Animal Spirits)
This week’s best investing chart:
The Anatomy of a Market Correction (Visual Capitalist)
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