This Week’s Best Investing Articles, Research, Podcasts 11/15/2019

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

What Happens Next After Stocks Are Up Big? (A Wealth of Common Sense)

Berkshire Hathaway earnings; Buffett’s Investment Was Blocked by BofA’s Call Center; The Making of the World’s Greatest Investor (Whitney Tilson)

Markets Where Only Fools Rush in (Jason Zweig)

Surveys Are Mostly Bullshit (The Irrelevant Investor)

Are Stock Buybacks Driving Wealth Inequality? (The Reformed Broker)

A Deeper Dive Into Structured Credit (Oaktree)

Tribalism in Investing Might Leave You Broke (Vitaliy Katsenelson)

‘You Better Be Careful And Keep Your Eyes Open,’ Part Deux (The Felder Report)

Robert Shiller – The Economist Who Wants to Ditch Math (marker)

An Ode to My Father (Safal Niveshak)

Jamie Dimon – The Rake (Epsilon Theory)

Common Plots of Economic History (Collaborative Fund)

Stock Investors Could Use a Refresher on the Basics (BNN Bloomberg)

Why Brand Stewardship Matters (Intrinsic Investing)

Measuring Up (Humble Dollar)

Why The Tide Is Turning Against Big Tech (FT)

Signaling: The Language Peacocks, Gazelles, and Humans All Speak (Farnam Street)

The Softbank-WeWork End Game: Savior Economics or Sunk Cost Problem? (Aswath Damodaran)

Carl Icahn takes stake in HP, pushes for merger with Xerox (CNBC)

Steer clear of investment fads (Evidence-Based Investor)

The Armageddonists (JP Morgan)

The Factor Archives: A History of Factor Investing (OSAM)

The 5 worst habits of the investment industry (Real Returns)

No es ESG (The Aleph Blog)

N = 1 (Of Dollars and Data)

The Virtuous Investor: Rule 13 (Klement)

The 1929 Crash & Indexing, Wine for the Long Run, Imperial Debt (Jamie Catherwood)

How To Be Right Even If You’re Wrong (Value Investing Journey)

How much cash should you hold? The case for being fully invested (LT3000)

Today’s Financial Bubbles: Avoiding Colossal Loss In A Strange Investment Climate (Behavioral Value Investor)

Behavioral Finance is Finance (Albert Bridge Capital)

Financial Addictions (Calibrating Capital)


This week’s best value-investing reads:

Warren Buffett’s favourite investing strategy is gaining steam. Here are 7 reasons to favour value, according to Bank of America (Business Insider)

Value Has Never Been This Cheap vs. Momentum (Ritholz)

Why “Value” Investing Is Still Worth It… (Nasdaq)

A Framework to Evaluate Value Strategies (Validea)

Value Stocks Lead Growth In 2019 Across All Capitalization Buckets (The Capital Spectator)

Why Value Investing Sucks (Institutional Investor)


This week’s best investing research:

The Case Against REITs ( FactorResearch)

The Limit of Factor Timing (Flirting with Models)

Let’s Talk About Sectoral Balances (Pragmatic Capitalism)

Investment, Expected Investment, and Expected Stock Returns (Alpha Architect)

Mean-Reversion Performance Update (Price Action Lab)

Just a Little Higher? Antti Ilmanen on the Low-Return Challenge (CFA Institute)

Trendline Wednesday – 11/13/2019 (Dana Lyons)

Factor-based investing across the business cycle – There are defined patterns (Mark Rzepczynski)

Beneath the Surface (Advisor Perspectives)


This week’s best investing podcasts:

Joel Greenblatt – Investing Off the Beaten Path (Value Investing with Legends)

Ep. 100 – Investing: It’s All About the Journey with Ian Cassel, MicroCapClub.com (Planet MicroCap)

MI014: Overcoming Your Worst Financial Enemy—Yourself with Daniel Crosby (Millennial Investing)

Quantitative Investing: The Solution to Human Bias with Wes Gray (EP.69) (The Rational Reminder)

The Four Most Important Market Indicators (with Josh and Tom Lee) (The Compound Show)

I’ve Never Used an Emoji (Animal Spirits)

Episode 015: Eric Balchunas, host Rick Ferri (Bogleheads on Investing)

Daniel Ek – The Future of Audio – [EP.147] (Invest Like The Best)

Episode #187: Kevin Carter, “The Thing That’s Emerging Are The People, It’s All About The Consumer” (Meb Faber)

#69 Stephen Schwarzman: What It Takes (The Knowledge Project)

Why The Repo Markets Went Crazy, And Why December Could Be Even Worse (Odd Lots)

Tommy Humphreys: For Investors in this Bull Market, 100 Baggers are Possible (Palisade Radio)

Episode 128: A Warning We Haven’t Seen Since 2008 (Stansberry Investor Hour)

An Insider’s View on the Fed and Global Economic Trends (Take 15)

Lunch with Fuchsia Dunlop at Mama Chang (Bonus) (Conversations with Tyler)

49 – Value Stock Geek Interview: Low EV/EBIT investing (DIY Investing)

Scott Nations – Options and Crashes (EP.59) (The ETF Experience)


This week’s best investing graphics:

The 10 Best Visualizations for Understanding the U.S. Economy (howmuch.net)

(Source:howmuch.net)


Sustainable Investing: Debunking 5 Common Myths (Visual Capitalist)

Sustainable Investing Infographic

(Source:Visual Capitalist)

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