This Week’s Best Investing Articles, Research, Podcasts 11/1/2019

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

How to Use Occam’s Razor Without Getting Cut (Farnam Street)

The Spectrum of Wealth (Collaborative Fund)

Everything You Need to Know About Recessions (A Wealth of Common Sense)

This Is What Monetization Of The Debt Looks Like (The Felder Report)

The Most Bullish Signal in the World (The Irrelevant Investor)

Why The Street Fears Elizabeth Warren as a Frontrunner (The Reformed Broker)

The Facts About Buybacks (Validea)

Putting the Buy-and-Hold Gospel to the Ultimate Test (Jason Zweig)

Why We Sold Softbank (Vitaliy Katsenelson)

Yeah, It’s Still Water (Epilson Theory)

What is Chasing You? (MicroCapClub)

Billionaire activist Bill Ackman says WeWork has a ‘high probability’ of being worth zero (Business Insider)

Some Thoughts on Downside Protection in Investing (MOI Global)

The stock market’s ‘Halloween Indicator’ is more trick than treat (MarketWatch)

What Does It Mean When The Enterprise Value Is More Than Market Cap? (Value Investing Journey)

Rob Arnott – Past Is Not Prologue (Research Affiliates)

The sCAPEgoat (Of Dollars and Data)

The Paradox of Trust (The Rational Walk)

Turn Your Weaknesses Into Strengths (Klement)

There’s Never Been a Better Time to Be an Individual Investor. Here’s Why (Fortune)

Valuable Lessons from Tom Russo about Investing Abroad (Fortune Financial)

Einhorn Says He Made Money Betting Against Netflix Last Quarter (Bloomberg)

Safeguarding Against Confirmation Bias in the Information Age (Calibrating Capital)

Damn Right (Barel Karsan)

A Long-Only Manager’s Radical, Logical Idea of Zero Management Fees (Institutional Investor)

Why The Old Rules On Interest Rates No Longer Apply (Sure Dividend)

Jeff Bezos’s Master Plan (The Atlantic)

These Are the Charts That Scare Wall Street (Bloomberg)

The death of value investing and the road to an era of inflation (MoneyWeek)

Selling Early Is Not The Problem For Legends (Howard Lindzon)

Money Buys Some Happiness; Health Buys You More (The Big Picture)

Warning! Frequently Checking Kid’s Grades Or Your Portfolio Is Bad For Your Health And Wealth (A Teachable Moment)

How to Read Financial News Redux: The Complete Series (CFA Institute)

Three Things I Think I Think – This Might Make You Mad (Prag Cap)

4 key lessons for Investors from Yes Bank Saga (Stock and Ladder)

Tweedy Browne Letter Q3 2019 (Tweedy Browne)

OSAM Letter Q3 2019 (OSAM)

This week’s best investing research:

0.92% Q4 GDP Growth? (UPFINA)

Core Earnings: New Data and Evidence (Alpha Architect)

Dow 650,000? We Are Already There! (Advisor Perspectives)

An Example of Survivorship Bias in Trend-following (Price Action Lab)

Suffragette Alpha, Volatile Times, Credit Quality, Confederate Rates (Jamie Catherwood)

The Complexity Of Factor Exposure Analysis (FactorResearch)

Trade uncertainty continues to grow – A lower discount rate will not change this uncertainty (Mark Rzepczynski)

Stale Pricing Does Not Equal Low Risk or Low Correlation (Behavioural Investment)

Trendline Wednesday – 10/30/2019 (Dana Lyons)

Enter The Selling Zone 2.0 (Global Macro Monitor)

October 2019 Digest (Flirting with Models)

How much longer can the debt-burdened consumer hold up the U.S. economy? (13D Research)

This week’s best investing podcasts:

Episode #185: Ben Claremon, “Value Investing Will Always Have A Place” (Meb Faber)

CEO Departures (Animal Spirits)

Chad Cascarilla – The Future of Blockchain and Financial Services – EP.145 (Invest Like The Best)

TIP266: David Stein – Key Questions & Answers to Master Investing (The Investors Podcast)

Denise Shull: To Succeed in a Bull Market, You Must Have Patience & Discipline (Palisade Radio)

Episode 126: What a Difference a Year Makes (Stansberry Investor Hour)

#71: Brian Langis; Brookfield Asset Management; Why The Modern Shareholder Activist Is Inferior To Cultural Activism (The Intelligent Investing Podcast)

Alexandra Levis – Disruptive Marketing (EP.57) (Expotential ETFs)

This week’s best investing graphic:

Human Insight, Computer Power: What is Quantamental Investing? (Visual Capitalist)

Quantamental Investing

(Source: Visual Capitalist)

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