This Week’s Best Investing Reads 8/2/2019

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

Elizabeth Warren’s Banking Sector Napalm (The Reformed Broker)

You May Have Longer Than You Think to Invest For Retirement (A Wealth of Common Sense)

Don’t Neglect the Forgotten (csinvesting)

Value Investing During Seasons of Growth (Forbes)

Howard Marks Memo – On The Other Hand (Oaktree Capital)

Why ‘Don’t Fight The Fed’ Is Taking On A Whole New Meaning (The Felder Report)

Only Two Types of Asset Managers Will Survive in 10 Years, BCG Says (Institutional Investor)

Mispriced Innovation – Patents as a Leading Indicator for Earnings Growth (OSAM)

A ‘Chicken’ Way to Lighten Up on Lofty Positions (Morningstar)

Beyond Ridiculous (Ramp Capital)

The State of the Financial Services Industry (The Irrelevant Investor)

Rebalancing Your Life And Portfolio (All About Your Benjamins)

Computer Models Won’t Outperform Market Any Time Soon (Validea)

The Values of Value Investing (Vitaliy Katsenelson)

It’s (Still) Tough To Beat Mr. Market (The Capital Spectator)

Passive investing boom could be causing a market bubble, but not in the stocks you would expect (CNBC)

What You Gain—and Lose—When You Lock Money Up for the Long Run (Jason Zweig)

Winner-Take-All Phenomenon Rules the Stock Market, Too (Yahoo Finance)

Strategy Primer: Investing In Structured Credit (Oaktree)

Stock Market Crisis: Your Big Questions…Answered (Safal Niveshak)

The Economics of Value Investing (nber.org)

Retail Disruptors (Barel Karsan)

With Stocks at Fresh Highs, Investors’ Portfolios Look Alike (WSJ)

Munger and Icahn Make Oil Investing “Easy” (Advisor Perspectives)

Universal Laws of the World (Collaborative Fund)

GMO White Paper – Risk and Premium: A Tale of Value (GMO)

Almost all retirees make this mistake (MarketWatch)

How to Read Financial News Redux: Understanding Consensus (CFA Institute)

When to Ignore a Fund Manager (Behavioural Investment)

Josh Wolfe – What Will A Recession Do To Venture Capital? (Real Vision)

Momentum Monday – To Infinity and Beyond (Howard Lindzon)

Making It Work (HumbleDollar)

How Do You Plan For This? (Of Dollars and Data)


This week’s best investing research reads:

Timing Luck and Systematic Value (Flirting With Models)

Three Things I Think I Think – Negative Rates and Stuff (Pragmatic Capitalism)

Diversification’s Gold Standard (The Market Cyclist)

Will Consumers Continue To Drive GDP Growth? (UPFINA)

Can Low Vol Strategies Be Improved (Alpha Architect)

Growth: Factor Investing Sinning? (FactorResearch)

Why Did Stocks Fall After Rate Cut? (Global Macro Monitor)

The Sacrilegious Diaries: Measuring the Impact of Portfolio Turnover (Albert Bridge Capital)

Structural Risk Premia – They are all around you but may not last (Mark Rzepczynski)


This week’s best investing podcasts:

TIP253: An Intrinsic Value Assessment w/ Jesse Felder  (The Investors Podcast)

Brian Christian – How To Live With Computers – [EP.140] (Invest Like The Best)

Rush to the Exits (Animal Spirits)

Tom Russo – Connecting Theory and Practice Through The 5x5x5 Student Investment Fund (Value Investing With Legends)

Episode #167: The Cannabis Opportunity (Meb Faber)

Michael Mauboussin on His Book, More Than You Know (MOI Global)

Episode 111: Invest Like a National Poker Champion (Stansberry Investor Hour)

Market Strategist Jesse Felder (Know Your Risk Radio)


This week’s best investing infographic:

Ranked: The 10 Organizations With the Best (and Worst) Reputations (Visual Capitalist

Ranked: The 10 Organizations With the Best (and Worst) Reputations

(Source: Visual Capitalist)

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