This week’s best investing news:
A History: War, Oil Prices, Inflation & Trade (Jamie Catherwood)
Crypto’s Confusing New Landscape (Verdad)
The Roundup: Top Takeaways From Oaktree’s Quarterly Letters – 1Q2022 (OakTree)
Buybacks On Course To Hit Another Record (Validea)
In Case You’re Wrong (Humble Dollar)
Are The Bond Vigilantes Back? (Felder Report)
Stanley Druckenmiller, Part 1: The Young Gun Finds His Game (Insecurity Analysis)
Berkshire’s Directors Have Skin in the Game (The Rational Walk)
The Word of the Day is “Soothing” (Epsilon Theory)
253: Constellation Software in One Graph, Cloudflare’s Model, Dan McMurtrie (Liberty)
Wise Words from Walter Schloss (Novel)
Mohnish Pabrai Calls Meta Platforms (FB: US) an “Easy Double”(SumZero)
College Town (Scott Galloway)
The History of U.S Dollar as a Reserve Currency (Uncommon Cents)
Richard Thaler: When You Think About Investing, Don’t Think About the News (NY Times)
Extremely Bad Decisions (Bevavioural Investment)
Highest-Earning Hedge Fund Managers (Institutional Investor)
The Difference A Day Makes (Brinker)
Q4 2021 Letters (Updated) (Reddit)
GMO: Deeply Discounted High Yield Index Products (GMO)
Greenwood Investors Q4 2021 Letter (Greenwood)
First Eagle, The Small Idea: Semiconductor Capital Equipment (FEIM)
Legendary investor Lee Cooperman: I’m more pessimistic and less than fully invested (CNBC)
The Secret to Braving a Wild Market (Jason Zweig)
We do not believe we’re heading for a recession: Matrix Advisors’ David Katz (CNBC)
Do Not Be Fooled by Earnings Adjustments – Focus on Cash Flow (Jensen)
Christopher Bloomstran’s Twitter thread on Berkshire’s latest proxy (CB)
Berkshire Hathaway Nominates Wally Weitz to Fill Open Board Seat (US News)
Company Highlight: Tractor Supply (Jensen)
This week’s best value Investing news:
Cliff Asness: Value Stocks Are More Than Just an Interest-Rate Bet (Institutional Investor)
Explaining value and momentum with macroeconomic risks (Larry Swedroe)
Value Investors Shouldn’t Be Scared Off by War (Yahoo)
A Systematic Approach To Value Investing (Jupiteram)
Michael Price, Well-Known Value Investor, Dies at 70 (US News)
This week’s Fear & Greed Index:
Fear.
This week’s best investing podcasts:
Jake Taylor — Getting Better at Decision Making (EP.96) (Infinite Loops)
TIP431: The Big World of Microcaps w/ Ian Cassel (TIP)
The Mindsets That Define CEO Excellence (Barron’s)
Episode #399: Mary Childs, NPR’s Planet Money – Bond King Bill Gross (Meb Faber)
Marko Papic – A Multi-Polar World (Invest Like The Best)
Ep. 218 – Customer Experience is Key with Edwin Dorsey (Planet MicroCap)
Arjun Sethi – A Technology Company that Deploys Capital at Tribe (Capital Allocators)
Stock Picks for an Uncertain Time: Allen Bond, Jensen Investment Management (Contrarian Investor)
Ten Great Investors Share the One Lesson They Would Teach the Average Investor (Excess Returns)
Elon Musk is working on a new secret master plan for Tesla (Ep. 561) (Dave Lee)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
Factor Investing Premiums and the Economic Cycle (Alpha Architect)
Time-Varying Risk Premia: Cochrane’s “Discount Rates” (CFA Institute)
Stock-bond correlation – Bouncing between safety and inflation stories (DSGMV)
The “Death” of the “Death Cross” (PAL)
This week’s best investing tweet:
This week’s best investing graphic:
The World’s Billionaires, by Generation (Visual Capitalist)
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