Here’s a list of this week’s best investing reads:
When Everything That Counts Can’t Be Counted (The Reformed Broker)
‘You Better Be Careful And Keep Your Eyes Open’ (The Felder Report)
Why Do We Need Inflation? (A Wealth of Common Sense)
While Studying Bonds, Why Credit Rating Analysts Should Keep an Eye on the Stock Price (Fundoo Professor)
More Art Than Science (The Irrelevant Investor)
Value Investing: Business as Usual (Yahoo Finance)
Increasing Returns and the New World of Business (hbr.org)
That Time I Bought Blockbuster Debt (Epsilon Theory)
No Thank Yous (Bone Fide Wealth)
A Few Thoughts On Public Speaking (Collaborative Fund)
How to Invest and Profit in the Next Recession (bnnbloomberg)
Buy and Hold: Simple, NOT Easy (Safal Niveshak)
What Yogi Berra Would Have Said About This Bull Market (Jason Zweig)
The Problem With Academic Studies: They’re Impossible to Implement (Institutional Investor)
How Libra, Facebook’s Cryptocurrency, Would Work for You (NY Times)
Charlie Munger comparing the genius Henry Singleton to “a mere almost genius” Warren Buffett (Financial Occultist)
Dan Loeb’s Letter To Sony (Third Point)
Buffett Lagging – New This Week on WEALTHTRACK (WealthTrack)
Lecture and Q&A with Students of Peking Univ. (Guanghua School of Mgmt.) – May 1, 2019 (Mohnish Pabrai)
The Lost Intro to Reminiscences of a Stock Operator (Novel Investor)
Five Questions: Investing in Human Freedom with Perth Tolle (Validea)
What Should You Invest In: Good Companies or Good Stocks? (Value Stock Guide)
PANEL: MicroCaps in Australia: Opportunities Down Under | SNN Network (YouTube)
The VC Bubble Is Putting Established Companies at Risk (Vitaliy Katsenelson)
William Green on Lessons from the Great Minds of Investing (MOI Global)
Understanding Hedge Fund Risks (Ted Seides)
The Greatest Asset Bubble of All Time (Of Dollars and Data)
Roger G. Ibbotson: The Price of Popularity (CFA Institute)
Three Things I Think I Think – Libra Edition (Pragmatic Capitalism)
Efficient Market Hypothesis: A Farce? (Price Action Lab)
MMT – In Conversation with Bill Mitchell (i3invest)
Is Traditional ‘Full-Stop Retirement’ Going Extinct? (bps and pieces)
Math vs. Emotion (Humble Dollar)
This week’s best investing research reads:
This Indicator Signals Late Cycle (UPFINA)
A Horse Race Of Liquid Alternatives (FactorResearch)
Equity Market Trend – Trade War Update (Market Fox)
Time-Series Signals and Multi-Sector Bonds (Flirting With Models)
Factor Investing Research On Steroids (Alpha Architect)
Factor portfolio construction – All alternative risk premia are not the same (Mark Rzepczynski)
The Fed’s Many Options for Tomorrow (Advisor Perspectives)
This week’s best investing podcasts:
Berkshire Hathaway Annual Shareholder Meetings (since 1994) (overcast.fm)
Anja Shortland on Kidnap (EconTalk)
TIP247: Legendary Investor Bill Miller (The Investors Podcast)
Leading Above the Line: My Interview with Leadership Expert, Jim Dethmer Ep.#60 (The Knowledge Project)
Chuck Akre – The Three-Legged Stool EP.135 (Invest Like the Best)
Episode #161: Brandon Zick, “In Row Crops You’re Generating A Lot Of Current Income” (Meb Faber)
The Four Most Dangerous Words in Podcasting (Animal Spirits)
Hal Varian on Taking the Academic Approach to Business (Conversations With Tyler)
This week’s best investing infographic:
The World’s 100 Most Valuable Brands in 2019 (Visual Capitalist)
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