This Week’s Best Investing Articles, Research, Podcasts 2/28/2020

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

Is The Stock Market Going to Crash? (The Irrelevant Investor)

A Viral Market Meltdown: Fear or Fundamentals? (Aswath Damodaran)

Markets Have ALWAYS Been Rigged, Broken & Manipulated (A Wealth of Common Sense)

Controlling the Pendulum of Emotions (MIcroCapClub)

Bill Gates – How to respond to COVID-19 (GatesNotes)

“Worst Thing In My Career” – US Stocks Suffer Fastest Collapse From Record Highs Since Great Depression (Zero Hedge)

Experiential Retail Needs to Die (Collaborative Fund)

13 Metrics for Marketplace Companies (Andreessen Horowitz)

Why it’s “an orderly sell-off” (The Reformed Broker)

How to Write Usefully (Paul Graham)

Coronavirus Just Destroyed Growth Stock Investing (Forbes)

Credit Suisse Global Investment Returns Yearbook 2020 (Summary) (Credit Suisse)

Father-Son Crime (Scott Galloway)

Charlie Munger: “Lots of Troubles Coming” (Validea)

Why active bond investors can beat the index when active equity investors can’t (Economist)

This is Not 1999 (Eric Cinnamond)

Semper Augustus 2019 Annual Letter: Dire Straits in Valuations; Stocks for Free; The Imperative of No; And – The Berkshire Fumblerooskie, Plus More! (Semper Augustus)

Asset Classes in Crises (Verdad)

Email Addresses and Razor Blades (Stratechery)

‘There Are No Atheists In Foxholes’ (And There Are No Passive Investors In A Bear Market) (Felder)

My Notes on Warren Buffett’s 2019 Letter to Shareholders (Safal Niveshak)

The Jet Lag Series -Should You Copy Your Heroes? (Vitaliy Katsenelson)

Finance, Bubbles, Negative Rates: The What Ifs . . . ? (CFA Institute)

A Crisis is the Worst Time to Learn Your Risk Tolerance (Prag Cap)

Finite and Infinite Games: Two Ways to Play the Game of Life (Farnam Street)

The Tail Can’t Wag the Dog (Aleph)

Know Your Demons (Humble Dollar)

What the E*Trade Deal Tells You About the New Investing Game (Jason Zweig)

How to Think About Investing Cash on the Sidelines (Charlie Bilello)

Dollar Cost Averaging vs. Lump Sum: The Definitive Guide (Of Dollars and Data)

Buffett Loosens the Purse Strings for Repurchases (The Rational Walk)

My first Apple annual meeting; How it could be better (Whitney Tilson)

The Fall of Wuhan (Epsilon Theory)

The Seeds for Yield (MIller Value)

Exchange-Traded Funds: The Good, the Bad and the Profitable (Investment U)

The big list of behavioral nudges (Brinker)

Is It Time To Panic? (Ramp)

Extreme Complacency… (Adventures In Capitalism)


This week’s best value-investing reads:

The Valuesburg Address (Cliff Asness)

Value Stocks Outperform on a Miserable Day (Barron’s)

 Why This Recession Indicator Leads to Value Investing (Investment U)

The value investor making a fortune where others fear to tread (AFR)

How Can Long-Term Value Investors Make the Most of This Week’s Short-Term Volatility? (Focused Compounding)


This week’s best investing research reads:

The Massive Performance Divergence Between Large Growth and Small Value Stocks (Alpha Architect)

Curse Of The Magazine Cover Strikes Again! (GMM)

Gold Hits Record High Amid Coronavirus Panic (Morningstar)

Ensembles and Rebalancing (Flirting with Models)

Relevance Versus Recognizability (Intrinsic Investing)

How Many Times Will The Fed Cut Rates In 2020? (UPFINA)

60/40 Portfolios Face Double Trouble Ahead (Advisor Perspectives)

US Remains The Best House In The Neighborhood (All Star Charts)


This week’s best investing podcasts:

Jim Chanos – Financial Frauds and Manias: Past, Present, Future (EP.02) (Infinite Loops)

TIP284: Bitcoin – Law & Legal Implications w/ Caitlin Long (TIP)

Animal Spirits: Michael’s Worst Investment Ever (Animal Spirits)

Episode #203: Sanchal Ranjan, “We Give You A Different Lifestyle To Work And Play” (Meb Faber)

The Pros and Cons of Trend Following (Excess Returns)

Surviving a Crisis During the Techlash (Expotential View)

How I Started My Hedge Fund (The Compound)

Ep. 109 – Boring is Beautiful with Brent Beshore, Founder and CEO of Permanent Equity (MicroCap)

Danielle DiMartino Booth on What’s Wrong With the Fed (MIB)

ESG, avert your ears (Grant’s)

Niko Canner – Become a Perfect Instrument (Invest Like The Best)


This week’s best investing graphic:

Where Are the Oldest Companies in Existence? (businessfinancing.co.uk)

(Source: businessfinancing.co.uk)

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