This Week’s Best Investing Articles, Research, Podcasts 1/10/2020

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

No One Wants to Follow a Pessimist (A Wealth of Common Sense)

Gradual Improvements Redux (The Irrelevant Investor)

The Two Kinds of Moderate (Paul Graham)

Client for Life (The Reformed Broker)

Stop Sabotaging Your Stock Portfolio, Richard Thaler Says (Barron’s )

Unremarkables (Scott Galloway)

The Illiquidity Discount? (Cliff Asness)

What Nobody Told You About Financial Freedom (Safal Niveshak)

S&P 500 return over the past and next decade; Tech and FAANG stocks (Whitney Tilson)

Is Vulnerability a Choice? (Farnam Street)

The Market is Huge! Revisiting the Big Market Delusion (Aswath Damodaran)

Defying gravity? What could bring U.S. stocks down to earth (Reuters)

Mr. Market Isn’t So Foolish, After All (Morningstar)

JP Morgan’s Guide To Markets Q1 2020 (JP Morgan)

The Fund That Does a Lot by Doing Nothing (Jason Zweig)

2020: What a Time To Be Alive (Collaborative Fund)

Arnott: Market Shift Coming in 2020 (Validea)

Top Ten Global Risks For Investors In 2020 (Schwab)

Why Stock Buybacks Are Dangerous for the Economy (HBR)

How Much Does Rebalancing Frequency Matter? (Of Dollars and Data)

What I Learned About Investing In 2019 (Medium)

Akre’s Take on Selling, Market Delusions and Float (Macro Ops)

Risky Option (Humble Dolllar)

Top 10 Posts from 2019: Damodaran, Marks, Shiller, and Buffett (CFA Institute)

Who’s Scared of Google? Not Booking Holdings (Sean Stannard-Stockton)

Ten things that will happen in 2020 (Klement)

The Contrarian Path (MOI)

“You Didn’t Build That” (A Teachable Moment)

Eight lessons from market history (Evidence-Based Investor)

Open Letter to HP Inc. Shareholders (Carl Icahn)

The Art of NOT Selling (Howard Lindzon)

The Known Unknowns of 2020 (Advisor Perspectives)

Five Behavioural Resolutions for Investors in 2020 (Behavioural Investment)

Goal-Based Investing: A Decade In Review (Betterment)

Risk (Calibrating Capital)

Not a Bad Decade (Albert Bridge Capital)

Central Banks Likely to Keep Santa Claus Rally Going In 2020 (Dr Ed)


This week’s best value-investing reads:

Buffett, Munger stick to their disciplined ways despite record cash: ‘We’re very good at saying no’ (CNBC)

Waiting For Value Investing To Flow (Nasdaq)

Investors Should Shift To Value Stocks From Overpriced Names (Economic Times)

Why the 2020s Should Be a Great Decade for Value Investing (Wealth Daily)


This week’s best investing research reads:

The market impact of rebalancing factor investing strategies (Alpha Architect)

The End of the Beginning (Stratechery)

Complexity Investing Working Paper (Brad Slingerlend and Brinton Johns)

Limits (Aleph)

Hottest Short Stocks as of December 24th (Shortsight)

Pursuing Factor Purity (Corey Hoffstein)

Could It Be That a Minsky “Moment” Lurks in the Shadows? (Frank K Martin)

Stop Saying MMT Describes Reality – It Doesn’t (Prag Cap)

The Relative Price of an Apple and The Value Factor (Value Expectations)

5% Chance Of An Average Recession In 2020 (UPFINA)

What is an Extraordinary Return for the Stock Market? (PAL)

Stock Market Returns And Presidents – Beware Of Averaging (GMM)

Factor Scoring Smart Beta ETFs (Factor Research)

The Fatal Mistake Traders Make (Traderfeed)

An Experiment (Epsilon Theory)

Trend-following – Go deep or go wide – There is a balance on the number of markets traded (Mark Rzepczynski)


This week’s best investing podcasts:

Millennials on Communism (Animal Spirits)

Episode #196: Minnie Ingersoll, “I Do Believe That Innovation In Our Country Is The Huge Bright Spot” (Meb Faber)

Peter Buffett – Finding Your Note – [EP.153] (Invest Like The Best)

What happens to the stock market during a time of war? (The Compound)

#73 Steven Strogatz: Exploring Curiosities (The Knowledge Project)

TIP275: Mastermind Discussion 4Q 2019 (TIP)

Home Alone (Grant’s Current Yield)

#46: The Stock Market’s Valuation Hits a Record High. Is it Time to Diversify? (Absolute Return)

Why So Many Emerging Markets Are Blowing Up Right Now (Odd Lots)

Abhijit Banerjee on Theory, Practice, and India (Conversations with Tyler)

57 – Technical Analysis for Value Investors with David Keller (DIY Investing)

The Double Edged Sword of Avoiding Value Traps (Excess Returns)


This week’s best investing graphic/video:

How Every Asset Class, Currency, and Sector Performed in 2019 (Visual Capitalist)

 

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