Here’s a list of this week’s best investing reads:
From Shareholder wealth to Stakeholder interests: CEO Capitulation or Empty Doublespeak? (Aswath Damodaran)
The Real Bubble Has Always Been in Active Management (Reformed Broker)
Not My Guru (Humble Dollar)
You Probably Can’t Use the Yield Curve to Time the Market (A Wealth of Common Sense)
WeWTF (Scott Galloway)
The Culture of Value Investing (Validea)
Is Your Stock Portfolio A Museum or A Warehouse? (Safal Niveshak)
Calibrating Your Risk Tolerance (The Irrelevant Investor)
South Sea Momentum, Keynes, Art and Money (Jamie Catherwood)
The ultimate value investing checklist (UK Value Investor)
Personal Finance Advice That Changed My Life (Vitaliy Katsenelson)
When will value stocks perform again? (Klement on Investing)
Voting Machines and Weighing Machines (Albert Bridge Capital)
How The Recession Of 2020 Could Happen (NYTimes)
Well, Technically (Your Brain On Stocks)
WeWork Is the Most Ridiculous IPO of 2019 (Forbes)
Value Investing: a religious experience (part 1) (Nucleus Wealth)
Whitney Tilson’s analysis of Berkshire Hathaway (Empire Financial Research)
Contrarian Investing in Commodity Cyclicals (Verdad)
Skewed Expectations (Of Dollars and Data)
AQR: Risk Parity’s Chances of Exacerbating a Market Crash Are ‘Grossly Overstated’ (Institutional Investor)
Finding an Edge (Value and Prices)
There’s Rarely a Reason to Lock in a Loss (Morningstar)
The Story Of A Great Monolopy (The Atlantic)
Stock dividends are yielding more than the 30-year Treasury bond for the first time in a decade (CNBC)
In Ominous Warning, Ray Dalio Says The Current Period Is Just Like 1935-1945 (ZeroHedge)
Return on Inertia (ROI): The Price of Standing Still (CFA Institute)
Keynes Reviews “Common Stocks as Long Term Investments” (Novel Investor)
Let’s Stop Talking About “Paying Off the National Debt” (Pragmatic Capitalism)
Are Money-Losing Companies Ever Worthy of Value-Oriented Investors’ Time? (The Peridot Capitalist)
A Deeper Meaning of Risk (scheplick)
Time to Stock up on Quality? (Advisor Perspectives)
Insider Buying vs. Insider Incentives (Focused Compounding)
The Taxman Says, Stay Invested (Morningstar)
This week’s best investing research reads:
Skin or Skim? Inside Investment and Hedge Fund Performance (papers.ssrn)
Es-CAPE Velocity: Value-Driven Sector Rotation (Flirting with Models)
Moving Into Resistance (Global Macro Monitor)
Record Dislocations In Sentiment & Economy (UPFINA)
What Might Pop the Bond Bubble? (WisdomTree)
Factor Investing On Country Level (FactorResearch)
Trading When Volatility is Low (Price Action Lab)
The risks grow that the passive and algorithmic transformation of equity markets could lead to a crisis (13D Research)
The LOW-Down On Market Breadth (Dana Lyons)
The upside down, inside out negative yield financial world (Mark Rzepczynski)
The Variance Risk Premium is Pervasive (Alpha Architect)
This week’s best investing podcasts:
Best Case Recession (Animal Spirits)
Episode #171: Raoul Pal, “Buy Bonds. Buy Dollars. Wear Diamonds.” (Meb Faber)
#64 The Big Impact of Small Interventions with Stanford’s Greg Walton (The Knowledge Project)
TIP257: Small Cap Investing – w/ Eric Cinnamond (The Investors Podcast)
Ep 27: Lucas White – GMO Climate Change Strategy (i3 Podcast)
Episode 116: The Biggest Bubble in World History? (Stansberry Investor Hour)
This week’s best investing infographic:
The 25 Best Warren Buffett Quotes in One Infographic (Visual Capitalist)
(Source: Visual Capitalist)
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