Here’s a list of this week’s best investing news:
Jeremy Grantham – Waiting For The Last Dance (GMO)
End of Mean Reversion? (Saber)
Two Worlds: So Much Prosperity, So Much Skepticism (Collaborative Fund)
Eventual Failure of False Beliefs (Barry Ritholz)
Waves in Ship Prices & Investment (Verdad)
‘What Were You Thinking?’ Part Tres (Felder)
Bill Miller 4Q 2020 Market Letter (Miller Value)
What Does Inflation Mean For Your Portfolio? (Epsilon Theory)
How To Understand This Year In Investing – and What To Do Now (John Rogers)
“Jootsing”: The Key to Creativity (Farnam Street)
Jack Ma Suspected to Be Missing (Whitney Tilson)
Do Nothing, Do Well (Humble Dollar)
Art Imitates the Stock Market: Sixty Years on Wall Street (Chris Mayer)
A Shift in Perception Transforms Reality (Vitaliy Katsenelson)
5 Investing Insights from Charlie Munger (2020) (Behavioral Investor)
Carl Icahn warns that the market rally could end in a painful correction and is hedging accordingly (CNBC)
JP Morgan Guide To The Markets Q1 2021 (JP Morgan)
A Look Back at 2020 (Novel Investor)
2020: Year End Review (VSG)
Warren Buffett’s Equity Bond Method Explained (VVI)
Why Rookie CEOs Outperform (HBR)
Is All of Finance Just a Big Network Effect? (Prag Cap)
74: My Thoughts on Wandering vs Sprinting, Constellation’s Topicus Spin-Out, Eugene Wei’s JPEG Ideas, Alibaba’s Mysteries, Datadog’s Bark, Notion 101, and Matt Levine (Liberty’s Highlights)
SPACs and their consequences (Tanay)
Are Cheaper Funds Really Better Bets? (CFA Institute)
Position Sizing: Marrying The Best of Qualitative & Quantitative Decision-Making (Intrinsic Investing)
Option Market-Making Hedging Explained (Macro Tourist)
Morningstar’s influence on style returns (Klement)
Finding Value In The Stocks 2020 Left Behind (Boyar)
Five questions that investors will be asking themselves in 2021 (Real Returns)
To Better Times (Brinker)
This week’s best value investing news:
Is Value Investing Dead? Not So Fast, Says A Recent Study (Forbes)
Tide may eventually be turning for value stocks after strong end to gloomy 2020 (S&P Global)
A Cheat Sheet on Holding Companies for Value Investors (MOI)
Scotia’s top Canadian stock picks dominated by value names (Globe and Mail)
The Best Time to Invest in Value (Validea)
Rob Arnott On Why Value Investing Is Here to Stay (YouTube)
Intangible Assets in Value Investing: Statistically Significant (FEIM)
Value and Growth Are Attached at the Hip (DGI)
Value Investing In A Time Of Bitcoin (BBN)
This week’s Fear & Greed Index is reading:
This week’s best investing research:
Value and Momentum and Investment Anomalies (Alpha Architect)
Inflation Coming In 2021 (UPFINA)
Factor Olympics 2020 (Factor Research)
Asset Class Scoreboard: December 2020 (RCM)
Bonds Are The Worst Asset On Earth (All Star Charts)
Importance of Pre-filtering in Equity Long/short (PAL)
Private Equity and the Leverage Myth (All About Alpha)
Financial asset overshooting and the disconnect with the real world (DSGMV)
This week’s best investing tweet:
A single prediction for the New Year. Those unfamiliar with the Federal Reserve Board’s Regulation T will hear lots about it during 2021. The rule limits the percentage of an investment in equity securities that can be borrowed with a margin loan. A wake up call is scheduled…1/
— Christopher Bloomstran (@ChrisBloomstran) January 1, 2021
This week’s best investing podcasts:
Bill Gurley and Howard Marks: What Happened In 2020? What Can We Expect Looking Forward to 2021? (20VC)
The Great Wisdom With Sam Zell (Real Vision)
Stocks Are Allowed To Be Expensive Since Bonds Yields Are Low…Right? (Meb Faber)
#100 Matt Mullenweg: Collaboration Is Key (Knowledge Project)
Accounting Schemes at Chinese Tech Giants (w/ Stephen Clapham and Kyle Bass) (Real Vision)
Investing Lessons from Warren Buffett to the Great Literary Detectives (Take 15)
Holiday Special with Jack Schwager Part 2 (Market Huddle)
Economic Perspective on the Extraordinary Events of 2020 (WealthTrack)
Disney 2020 Investor Day, HBO Max + Peacock, and The Future of U.S. Sports Rights (Science of Hitting)
Affording the Extra Years (Barron’s)
James Clear – Mastering Habits (Capital Allocators)
The Importance of Expectations in Investing (Excess Returns)
Ram Parameswaran – Internet Scale Businesses (Invest Like the Best)
298- Biggest Investing Mistakes with Jeremy Deal (InvestED)
This week’s best investing graphic:
Prediction Consensus: What the Experts See Coming in 2021 (Visual Capitalist)
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