Here’s a list of this week’s best investing reads:
The Cost of Waiting (Of Dollars and Data)
Why Value Investing Works (Safal Niveshak)
Yes, the Stock Market is Going to Crash (A Wealth of Common Sense)
Why We Love to Call Everything a Bubble (Bloomberg)
A Behavioral Prescription (The Irrelevant Investor)
Insights on VC Pricing: Lessons from Uber, WeWorks and Peloton! (Aswath Damodaran)
Just tell me what the consumer is up to, skip the rest (The Reformed Broker)
One Simple Trick That Will Help You Invest Better (Morningstar)
Warren Buffett Protege to Leave Berkshire, Start Own Firm (WSJ)
Sudden Shift for Value Stocks Unnerving Some Investors (Validea)
Approaching A Long-Term Buy Signal For Gold Amid Short-Term Crosscurrents (Felder Report)
The Failure of Value Investing explained (Alpha Architect)
How to Factor Fickle Markets Into Your Portfolio (Jason Zweig)
Tesla, Elon Musk and the EV Revolution (Vitaliy Katsenelson)
The Evolutionary Benefit of Friendship (Farnam Street)
Howard Marks on the Business of Investing (MOI Global)
How David Swensen Made Yale Fabulously Rich (Bloomberg)
The Bezzle and the Central Banks (CFA Institute)
The Four Dynamics of Bubbles (Daily Reckoning)
Is This The Hardest Investing Environment Ever? (PragCap)
Derivatives, Women & Fraud, Freaks of Fortune (Investor Amnesia)
Why I Don’t Keep Cash and Invest it All (Dividend Guy)
Pessimists have it better (Klement)
Immutable Truths and Arguing Fools (Collaborative Fund)
Value Investing in Mutual Funds (Guru Focus)
Death in Slow Motion (Epsilon Theory)
Navigating Short-term Volatility (Miller Value)
This week’s best investing research reads:
Separation of Ownership and Control (papers.ssrn)
Forward Guidance Doesn’t Meet Reality (UPFINA)
Will The Recent Rally In Value Stocks Last? (Capital Spectator)
We’re All Keynesians Now (Advisor Perspectives)
When Heuristics And Biases May Actually Improve Financial Decision-Making (Kitces)
Thoughts on the Fed (The Aleph Blog)
Is Low Vol The New Value? (FactorResearch)
Factors and the Glide Path (Flirting with Models)
Random Could Become the New Edge (Price Action Lab)
Beware Mocking Bubbles & Bears (Global Macro Monitor)
The Low Volatility Dilemma (Moneymaven)
Active open-mindedness – Eliminating some behavioral biases (Mark Rzepczynski)
This week’s best investing podcasts:
Michael’s Brain Fart (Animal Spirits)
Se2 Ep1 – Tobias Carlisle of The Acquirer’s Multiple (Innovation4Alpha )
TIP260: Bitcoin Math & Value – w/ Plan B (The Investors Podcast)
The Early Years of Arnold Van Den Berg (MOI Global)
Episode #174: Amlan Roy, “Monetary Policy is Very Ineffective In A World Where We Are Getting Very Old” (Meb Faber)
#66 Pleasure is the Measure with Dr. Emily Nagoski (The Knowledge Project)
Jim O’Shaughnessy – What Works on Wall Street (Standard Deviations)
Advisors Unite (EP.51) (The ETF Experience)
Why The Dominant U.S. Dollar Refuses To Go Away (Odd Lots)
How to invest like Warren Buffett (CNBC)
Investment Decision Making in an AI World (Take 15)
Episode 120: Why a New Age of Value Investing is Here (Stansberry Investor Hour)
Daniel Ameduri: I Personally Think Gold Will go to $2000 this Year (Palisade Radio)
Ep 29: Ned Davis Research (i3 Podcast)
Patrick O’Shaughnessy (Lindzanity)
This week’s best investing infographic:
Why Investors Should Rethink Traditional Income Strategies (Visual Capitalist)
(Source: Visual Capitalist)
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