Here’s a list of this week’s best investing news:
An Age Old ‘Game’ (Jamie Catherwood)
I’m Trying To Understand Hedonic Adjustments (Epsilon Theory)
David Swensen: The Peter Lynch of Institutional Investing (Morningstar)
Weighting on China (Verdad)
Investor Taxes and Stock Prices: Threading the Needle! (Aswath Damodaran)
The Martian (Scott Galloway)
Watch Bill Ackman at the WSJ Future of Everything Festival (WSJ)
Robbin’ Who? (Humble Dollar)
“We’re In A Raging Mania” – Druckenmiller Warns “Fed Is Endangering Dollar Reserve Status” (ZeroHedge)
Lessons from the 2021 Berkshire Meeting (Novel Investor)
The Pygmalion Effect: Proving Them Right (Farnam Street)
It’s Always Better To Know What’s True | Angela Duckworth, Ray Dalio, Adam Grant (Wharton)
#IndInvConf 2021 | Drivers of Disruption | Michael Mauboussin (IndInvConf)
Avoid Multiplying by Zero (Safal Niveshak)
What We Learned from David Swensen (Barry Ritholz)
Ariel’s Charlie Bobrinkskoy: We’ve been hearing about inflation all year, value crushed growth (CNBC)
What The Boom In Fraud Says About The Current Market Environment, Part Deux (Felder)
Betting on the Tortoise (Mindset Value)
Let’s Talk About Inflation (PragCap)
What Can You Do About High Valuations? (Compound Advisors)
Why It Pays to Diversify by Investment Style (Morningstar)
A Look Under the Hood For Inflation (DGI)
The million dollar question (Real Returns)
How To Be a Better Investor During Difficult Times (DGS)
SPAC or spam? (EB Investor)
Apple is Holding Back the Creator Economy (Li’s Newsletter)
How big is this crypto boom? (Bronte)
Nobody Likes to Pay More for Stuff. So Why Does The Fed? (Brinker)
After the Deluge: Inflationary Impulses in a Post-Covid World (First Eagle)
Third Point Q1 2021 Letter (Third Point)
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This week’s best value investing news:
Pockets of Value in an Expensive Market (Validea)
Value Investing Still Beats Growth Investing, Historically (AlphaArchitect)
Value Investing Is a Winner From Tech Wreck on Wall Street (Bloomberg)
Value Investor’s Dream Market: Sarah Ketterer (WealthTrack)
Billionaire Investor David Booth on Value Stocks’ Comeback (MSN)
Are we seeing the switch away from ‘growth’ investing towards craving value? (Independent)
Will This Small Value Cycle Last? (Royce)
This week’s Fear & Greed Index:
This week’s best investing research:
Breadth Thrusts & Bread Crusts: “It’s a Market of Sectors” (All Star Charts)
The Law of Portfolio Relativity (All About Alpha)
Bond yields move around FOMC dates – Policy centric clues drive markets (DGGMV)
When The Bias is Just Right (PAL)
Druck Pulling Up The Anchor (MacroTourist)
This week’s Buffett Indicator:
This week’s best investing tweet:
This week’s best investing podcasts:
An In Depth Look at Asset Allocation with Jim Masturzo of Research Affiliates (Excess Returns)
Darrin Johnson – Independently Shorting Volatility (S4E2) (Flirting with Models)
TIP348: Will Artificial Intelligence Take Over The World? w/ Cade Metz (TIP)
David Swenson on the Yale Endowment & “Unconventional Success” (2009) (WealthTrack)
Eli Dourado – Frontiers for Productivity – [Invest Like the Best, EP. 225] (Invest Like The Best)
Insights from Morningstar CEO Kunal Kapoor (Morningstar)
Did Archegos Sink The Ark? (Zeroes TV)
Principles of Persuasion — with Bob Cialdini (Prof G)
Ep. 174 – How Alpha is Generated by Digging Deeper (Planet MicroCap)
Paul Craven — Behavioral Science & Decision Making (EP.47) (Infinite Loops)
Where to Find Big Gains in Resource Stocks (Stansberry)
A Milestone in Corporate Access | Knightian Uncertainty | Top 20 Market Caps (Intelligent Investing)
George Livadas – A Long Short Discussion (Business Brew)
Patrick O’Shaughnessy: ‘Custom Indexing Unlocks a Lot of Benefits’ (The Long View)
High Conviction Bets, Peter Lynch Style with Egor Romanyuk (Avoiding The Crowd)
CMQ Podcast: Warren Buffett’s Warning To Investors in 1999 (And 2021) (CMQ)
This week’s best investing graphic:
Visualizing the Recent Explosion in Lumber Prices (Visual Capitalist)
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