This Week’s Best Investing Articles, Research, Podcasts 11/22/2019

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

Would the Stock Market Crash if Elizabeth Warren Became President? (A Wealth of Common Sense)

Count the Cash (Humble Dollar)

Move Over Viagra Ads, Here Come the Financial Advisers (Jason Zweig)

Founders, VCs and Values – Thoughts on a Critical Moment (Collaborative Fund)

A coming out party for the world’s most valuable company: Aramco’s long awaited IPO! (Aswath Damodaran)

Happy Hours & Hangovers, The Media, Sin Stocks (Jamie Catherwood)

CNBC’s full interview with Liberty Media Chairman John Malone (CNBC)

Billionaire Investor Louis Bacon Closes Hedge Fund Moore Capital to Outside Investors (Barron’s)

‘The Index Of The Volume Of Speculation’ Is Rolling Over (The Felder Report)

Negative Interest Rates and the Perpetuity Paradox (Elm Funds)

Autopilot: Musk’s Wishful Thinking or Tesla’s Greatest Advantage? (Vitaliy Katsenelson)

The Stuff You Cannot Miss (Reformed Broker)

20 Signs That The Stock Market Is About To Top (The Irrelevant Investor)

Real Conversations: Jim Chanos Sets The Record Straight On Tesla (Hedgeye)

Elastic: Flexible Thinking in a Constantly Changing World (Farnam Street)

22 Lessons From Jeff Bezos’ Annual Letters To Shareholders (CB Insights)

What Powered Such a Great Decade For Stocks? This Formula Explains It All (Fortune)

Mid-Earnings Season Gut-Check; SoftBank is getting exactly what it deserves; Studying failure; Unlimited First Class Flights for Life; Video and recovery from the World’s Toughest Mudder (Whitney Tilson)

Greenwashing everywhere (Klement)

The Case for Non-Consensus Active Investing (Rational Walk)

Roque: Why Technical Trading Signals Stopped Working (Barry Ritholz)

The Greatest Money-Making Machine of All Time (Of Dollars and Data)

Oaktree Insights – A Place for Real Estate Debt in Global Credit Investing (Oaktree)

The Google Squeeze (Stratechery)

Morgan Stanley Sees U.S. as a Laggard in 2020 Across Markets (Bloomberg)

Three Things I Think I Think – I’d Like to Report a Mass Murder (Prag Cap)

Oakmark Fund’s Tony Coniaris: Streaming wars aren’t a zero-sum game (YouTube)

The Wall Street Noise Machine (All Star Charts)

Are Stocks Overvalued? (Dr Eds Blog)

Technology Stocks Head Toward Best Year Since 2009 (WSJ)

Writing, the Kaizen Way (Safal Niveshak)

Does ESG investing make financial sense? (Evidence Based Investor)

Free speech; Mark Zuckerberg; and online ‘misinformation’ (LT3000)

Jeremy Siegel – It will be hard to get progress on stocks without a trade deal (YouTube)

Recession & Bear Market Risks With Financial Thought Leader Jason Trennert (WealthTrack)


This week’s best value-investing reads:

The Heart of Value Investing | by Todd Wenning, CFA (Intrinsic Investing)

The Worse Value Stocks Perform, the More Rob Arnott Likes Them (Bloomberg)

Value Stocks Are Back in Vogue, for Now (WSJ)

Russian Equities – The Ultimate Value Investing Market (Forbes)

Warren Buffett has been on a bit of a cold streak, but that might be over as bank stocks rebound (CNBC)

Is value investing finally on the comeback trail? (MoneyWeek)


This week’s best research reads:

This Metric Shows Stock Market Odds In 1 Month (UPFINA)

The Sirens’ Call (The Aleph Blog)

Investing in Bonds with a Flat to Inverted Yield Curve (Schwab)

The Dumb (Timing) Luck of Smart Beta (Flirting with Models)

Momentum or Trend-following? Removing the Bias (Price Action Lab)

The Importance of Context in Trading and Trading Psychology (Traderfeed)

Equity vs Bond Indices (FactorResearch)

International Equities: Diversification and Its Discontents (CFA Institute)

By Our Own Petard (Epsilon Theory)

The drivers of equity return by decade – The winner for this decade: earnings growth (Mark Rzepczynski)

Standing Alone Against the Crowd: Abandon Value? Now?!? (Advisor Perspectives)

The Investment Factor and Expected Returns (Alpha Architect)

Don’t Go Chasing Waterfalls (All About Your Benjamins)


This week’s best investing podcasts:

Kevin Systrom and Mike Krieger – How to Build a Great Product – EP. 148 (Invest Like The Best)

Worst Call Ever? (Animal Spirits)

MI015: Start Investing in Individual Stocks with Jason Moser (Millennial Investing)

Elon Musk: Neuralink, AI, Autopilot, and the Pale Blue Dot (Artificial Intelligence)

TIP269: Factor Based Investing w/ Jack Vogel (TIP)

Charles de Vaulx: Why Value Investing Has Slumped but Will Rebound (The Long View)

Why Technical Trading Signals Stopped Working (with Barry and John Roque) (Compound Show)

50 – Tim Eriksen Interview: MicroCap Investing (DIY Investing)

Episode #188: Andreas Clenow, “Trend Following Is…About Taking A Lot Of Bets On A Very Large Number Of Markets” (Meb Faber)

AI, Accountability, and Power (HBR.org)

Crytpocurrency in Context: An Insider’s View (Take 15)

Nir Kaissar – Founder of Unison Advisors and writer for Bloomberg Opinion (Behind The Markets)

Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (EP.112) (Capital Allocators)


This week’s best investing graphics:

The History of Interest Rates Over 670 Years (Visual Capitalist)

History of Interest Rates

(Source: Visual Capitalist)

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