This Week’s Best Investing Reads 7/26/2019

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

The Optimal Portfolio (A Wealth of Common Sense)

Pershing Square up 45% in the first half of 2019 as Bill Ackman win streak continues (CNBC)

Financial Twitter Loses a Source of Humility and Wisdom, but Good Voices Remain (Jason Zweig)

Playing the Odds (csinvesting)

How economic data works (The Reformed Broker)

Open Letter to Occidental Petroleum Stockholders (Carl Icahn)

The Stock-Buyback Swindle (The Atlantic)

Small Company Shares Fall Behind in Sign of Economic Worry (WSJ)

‘Value investing hasn’t worked in past 8-9 years, but then cycles change’ (Livemint)

Investing Insights from Joel Greenblatt (Validea)

Being Prepared (Safal Niveshak)

Auto-Correct (The Irrelevant Investor)

The relation between value and momentum strategies (sr-sv)

The Psychology of Prediction (Collaborative Fund)

‘Bull Markets Die On Euphoria’ (The Felder Report)

Value Stocks Haven’t Traded This Low Since the Dot-Com Bubble (Bloomberg)

The Rare Rational Asset Manager (Value Stock Guide)

Josh Brown: Why 10 years of no returns may be a good thing for younger investors (CNBC)

How I Spotted a Fraud (Before It Was Too Late) (Behavioral Value Investor)

The Patsy, Revisited (Epsilon Theory)

Seeing Both Sides of the Argument (Pragmatic Capitalism)

Why Boring Stocks Are Beautiful (And May Be Risky Today) (Intrinsic Investing)

Daniel Kahneman: The Most Important Bias (Novel Investor)

Investment Risk is a Behavioural Phenomenon Not Just a Number (Behavioural Investment)

Thank You John Neff (Advisor Perspectives)

Eating Your Own Cooking (Of Dollars and Data)

Balancing Act (HumbleDollar)

Value Investors – Avoiding Mining at All Costs, But Why? (MOI Global)


This week’s best investing research reads:

Favoring Value Over Low Volatility/Momentum Equities (Miller Value Partners)

How Overheated Is The Stock Market? (UPFINA)

Strategies to Reduce Crash Risk in Stocks (Alpha Architect)

Performance Mean-Reversion of Machine Designed Strategies (Price Action Lab)

Ensemble Multi-Asset Momentum (Flirting With Models)

Indexing: Out With Tradition? (FactorResearch)

Smart Beta: The Good, the Bad, and the Muddy (Elm Partners)

Will Chart Pattern Be Stock Market’s ‘Cup’ Of Tea? (Dana Lyons)

In an uncertain world, don’t just sit there, do something – Unfortunately, it is a flight to safety (Mark Rzepczynski)

Negative Interest Rates: Carry an Umbrella at All Times (CFA Institute)

A Checklist for Reviewing a Paper (papers.ssrn)


This week’s best investing podcasts:

Michael Mauboussin – Why It’s Better to Be Smart Than Lucky at Investing (Stansberry Investor Hour)

Value Stocks: A “Once-in-a-Decade” Buying Opportunity? (Value Investor)

Eric Sorensen – How Quant Evolves – [EP.139] (The Investors Field Guide)

Broke & Overweight (Animal Spirits)

TIP252: The Bitcoin Impact w/ Trace Mayer (The Investors Podcast)

Episode #166: Radio Show: Greece and Russia Are Having Monster Years…Geographic Diversification…and Meb’s 401(k) (Meb Faber)

Ep 18: Size, Mom, Sell-Offs, & R Code (Compound Your Knowledge)

Cracking the Code of Love: My Interview with Psychologist and EFT Pioneer, Dr. Sue Johnson [Ep. #62] ([The Knowledge Project)

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