Here’s a list of this week’s best investing reads:
Why Value’s Long Slog May Finally Have Ended (Along With The Bull Market) (The Felder Report)
The Power of Questions (Farnam Street)
Re-Framing the Next Downturn (A Wealth of Common Sense)
Tobias Carlisle Breaks Down The Growth Versus Value Ratio (tdameritradenetwork.com)
What Happens If Everyone Indexes? (Morningstar)
Ray Dalio Sees 25% Chance of Recession This Year and in 2020 (Bloomberg)
Pat Dorsey – Never Put A Moat On A Pedestal (Outlook Business)
Why Netflix’s Stock Price Could Get Cut In Half – Tobias Carlisle (Business Insider)
The Cost of Doing Parenting Business (The Irrelevant Investor)
You are going to be part of the future – Josh addresses the advisor community live from Wealth/Stack (The Reformed Broker)
Rob Arnott Wants to Take a Victory Lap on Factor Crowding Call (Bloomberg)
Runaway Story or Meltdown in Motion? The Unraveling of the WeWork IPO (Aswath Damodaran)
There’s a sudden transformation taking place in the stock market and it’s unnerving some investors (CNBC)
Passive Stampede? (HumbleDollar)
Shareholder Value vs. Shareholder Welfare (CFA Institute)
My Single Greatest Achievement (Vitaliy Katsenelson)
Where Do Active Managers Outperform? (Morningstar)
Time to Gather Cash (Fat Pitch Financials)
Doing the Work is NOT Enough (Safal Niveshak)
The Financial Turing Test (Of Dollars and Data)
Knowing If You Can Stomach the Next Big Market Swing (Jason Zweig)
The beating-the-market myth (The Evidence Based Investor)
Short Investing Beliefs (Collaborative Fund)
Everybody Was Kung Fu Fighting? (Albert Bridge Capital)
Great Swindles, Centuries of Asset Allocation, Darien Disaster (Investor Amnesia)
Why Are So Many Fund Managers Men? (Behavioural Investment)
How Crypto Is Disrupting the Financial Ecosystem (Fortunly)
EBITDA and Gross Profits: Learn to Move Up the Income Statement (Focused Compounding)
The Capital Allocation Guide for CEOs (Behavioral Value Investor)
The Average Company Doesn’t Matter (Investment Innovation Institute)
Position Sizing: Why Conviction Matters (MOI Global)
The Peak of the Decade Cycle (Crossing Wall Street)
Navigating Short-term Volatility. An Interview with Samantha McLemore (Miller Value Partners)
The Best-Performing Hedge Fund in the World is up 278% This Year (Validea)
The Modern Bear Trap (Demonetized)
This week’s best investing research reads:
Value: Don’t Call it a Comeback, it’s Been Here for Years (Alpha Architect
This Usually Happens Right Before Recessions (UPFINA)
Build Your Own Long/Short (Flirting with Models)
Why Growth Remains Valuable (Advisor Perspectives)
Machine Learning Talk is Cheap (Price Action Lab)
Hedging Via Managed Futures Liquid Alts (FactorResearch)
Expected real returns are scarily low – What can an investor do when choices are limited? (Mark Rzepczynski)
This week’s best investing podcasts:
Episode #173: Tom Williams, “I Want To Be That First Call In The Darkest Of Days” (Meb Faber)
Huw van Steenis On What Central Banks Will Do Next (Odd Lots)
Episode 118: Why Today’s Stock Market Is So Risky (Stansberry Investor Hour)
Robert Schiller – Narrative Economics (RA Conversations)
TIP259: What Bitcoin Solves – w/ Dr. Saifedean Ammous (The Investors Podcast)
Mark Simpson – Excellent Investing (Five Good Questions)
Economically Unattractive (Animal Spirits)
Tyrone Ross Jr – Detroit Invests in You: Part One (EP.50) (The ETF Experience)
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