Here’s a list of this week’s best investing reads:
Investing in a Negative Interest Rate World (A Wealth of Common Sense)
Is the Yield Curve Coming to Kill You? (The Reformed Broker)
The Laws of Investing (Collaborative Fund)
Bonds Are Frickin’ Expensive (Cliff Asness)
Country Risk: A Mid-year 2019 Update (Aswath Damodaran)
Stocks Plunge As Investors See Signs Of A Slowing Global Economy (Forbes)
Investors Need This Cop to Toughen Up (Jason Zweig)
The Game Has Changed (The Irrelevant Investor)
The nuances in equity investing (Vitaliy Katsenelson)
Why Most People Will Never Be Good at Investing (Safal Niveshak)
Five Questions: Lessons From Finance History with Jamie Catherwood (Validea)
Hedge fund manager Bill Ackman reveals a new stake in Warren Buffett’s Berkshire Hathaway (CNBC)
Oakmark’s Bill Nygren And Win Murray Discuss Value Investing Part I and Part II (Forbes)
Tobias Carlisle Assesses Netflix Earnings (Yahoo Finance)
5 Reasons to Consider Buying Berkshire Hathaway (Morningstar)
Death of Equities 40th Anniversary (Ritholz)
The Road Less Traveled: Investing in Special Situations (YouTube)
Hedge Funds “All-In” On Gold As Fiat ‘Race To The Bottom’ Accelerates (ZeroHedge)
The Seduction of Above Average (Of Dollars and Data)
Warren Buffett Is a Huge Backer of U.S. Banks (WSJ)
What is Short-Selling? (Morningstar)
Why machine learning hasn’t made investors smarter (Bloomberg)
The Coming Bull Market in Value Investing (MOI Global)
Open Letter to Occidental Petroleum Stockholders (Carl Icahn)
Joel Greenblatt: The Future of Value Investing, Valuation Technique and Markets (YouTube)
DCFs, the Randy Watson of Valuation (Albert Bridge Capital)
Bill Miller IV on How His Investment Style Differs From His Dad’s, Legendary Investor Bill Miller (WealthTrack)
The Worst Reasons To Sell A Stock (Advisor Perspectives)
Great (Investment) Expectations (Dana Lyons)
Stocks For The Long Run? (Demonetized)
Superforecasting A Bear Market (The Integrating Investor)
Why Are So Many Investment Decisions Based on Biased and Contrived Stories? (Behavioural Investment)
The Yield Curve Has Inverted–What Do You Do With That Information? (All About Your Benjamins)
The 2/10 Spread Inverts (Crossing Wall Street)
This week’s best investing research reads:
Do Most Individual Stocks Outperform Cash? No. (Alpha Architect)
Quant Strategies: Theory vs Reality (FactorResearch)
Is Extreme Bearishness A Contrarian Indicator? (UPFINA)
Your Style-age May Vary (Flirting with Models)
The Factors of Emerging Market Debt (Investment Innovation)
Three Things I Think I Think – Recession Alert Edition (Pragmatic Capitalism)
Once again the volatility-selling evil investor is back (Mark Rzepczynski)
Bull Squeeze Pattern (Price Action Lab)
Market Looks Like The Scene From Shakespeare’s Macbeth (ValuePlays)
The Libra Project: A Timely Wake-Up Call? (CFA Institute)
The growing threat of a corporate bond market meltdown (13D Research)
This week’s best investing podcasts:
Business in a Box (Animal Spirits)
Episode #169: Jeremy Jacobson, “We Ended Up Saving Roughly 70% Of After-Tax Income For About 10 Years” (Meb Faber)
Zack Kanter – All Things Business – [EP.142] (Invest Like The Best)
TIP255: Billionaire Ken Fisher on Investing Principles (The Investors Podcast)
#381: Charles Koch — CEO of Koch Industries (The Tim Ferris Show)
Episode 114: What to Do After the Latest Market Crash (Stansberry Investor Hour)
Louis-Vincent Gave On Staying One Step Ahead Of The Markets (Superinvestors and the art of worldly wisdon)
This week’s best investing video:
Visualization of the daily treasury yield curve since 2006 [OC] (Click play to start) (Reddit):
(Source: r/dataisbeautiful – reddit)
For all the latest news and podcasts, join our free newsletter here.
Don’t forget to check out our FREE Large Cap 1000 – Stock Screener, here at The Acquirer’s Multiple:
