This week’s best investing news:
What Now? Safe Assets, Correlations & Inflation (Jamie Catherwood)
Jamie Dimon – Letter to Investors (JPM)
Inflation & Lost Decades (Verdad)
Howard Marks on Globalized Markets and the Impact of Russia’s Invasion of Ukraine (Wharton)
The Fed Just Disengaged Its Volatility Suppression Machine (Felder)
Cathie Wood – Why Disruptive Innovation Is Inherently Controversial (ARK Invest)
A World of Pain (Humble Dollar)
Richard Pzena, Has Just Spent US$4.2m Buying Back 12% More Shares (Yahoo)
Aaaaand It’s Gone (Epsilon Theory)
Build Wealth With Stocks Instead of Houses (Validea)
You Have To Spend Money To Make Money (Brinker)
What I Learned From Studying Michael Price (Insecurity Analysis)
Transcript: Bill Gross (Barry Ritholz)
99% of Buffett’s Wealth Came After Age 56 (DGI)
Reflections on My Life (Safal)
262: Elon Musk + Twitter, Facebook AI Problems? (Liberty)
The Legend of Li Lu (Kalanis)
Idea Brunch with Jon Cukierwar of Sohra Peak Capital Partners (SIB)
Q4 Letters 2021 (reddit)
The Economics of Terra & Luna (Uncommon Cents)
Putin’s Invasion Reminds Us That We Live In A Finite World (GMO)
Everything and More (Cliff Asness)
Real Estate as Inflation Hedge (Woodlock)
Warren Buffett’s protégé warns of dangerous speculation in markets — and compares the meme-stock boom to the Dutch tulip bubble (Markets Insider)
The U.S. Economy Is Booming. So Why Are Economists Worrying About a Recession? (NY Times)
Brookfield billionaire Flatt reveals secret behind 3,700% return (Bloomberg)
Ray Dalio on, ‘Principles for dealing with the changing world order,’ inflation, and world economies (Yahoo)
Leon Cooperman: My guess is we’re in store for a difficult period (CNBC)
The Hottest NFT Marketplace is Mostly Users Selling to Themselves (Bloomberg)
The Importance of the Long Term for the ESG-Conscious Investor (Oakmark)
Apple Makes It Easy to Work Remotely (Unless You Work for Apple) (Bloomberg)
Ken French – Five Things I Know about Investing (Dimensional)
How 100X.VC takes startups from zero to one and beyond (Forbes)
Money, Commodities, and Bretton Woods III (Credit Suisse)
Higher Barriers to Entry and Favorable Demographics Make Encompass Health a Standout (Jensen)
Polen Capital – A Tale of Two Machines (Polen)
The rise of ‘sophisticated’ investors (Forbes)
This week’s best value Investing news:
Four Ways Value Investors Can Use Momentum (Validea)
Value Investing Is Back. But How Do You Choose the Right ETF? (WSJ)
10 Value Investing Books (Medium)
This week’s Fear & Greed Index:
Neutral.
This week’s best investing podcasts:
“Securities” Podcast: Josh Wolfe on “There will be chaos, and that chaos will be caused by people” (Lux)
TIP436: Is the Buffett Partnership Strategy Still Applicable Today? W/ Zack Oliva (TIP)
Antonio Gracias – Pro-Entropic Investing (Invest Like The Best)
#134 Balaji Srinivasan: The Network State (Knowledge Project)
363- Inflation Proof Companies (Part 2) (InvestED)
Gio Valiante – Prepare For The Masters With A Masterclass on Peak Performance in Athletics & Investing (Meb Faber)
Steve Papa – Entrepreneur’s Perspective on Venture (Capital Allocators)
The Value Perspective with Meb Faber (Value Perspective)
Mark S.F. Mahaney – Nothing But Net (Business Brew)
Tips and Strategies to be Successful Investing in Resource Stocks with Bill Powers (Planet MicroCap)
Twitter Spaces: Bill Brewster Q&A (Value Hive)
Richard Gunderman on Greed, Adam Smith, and Leo Tolstoy (EconTalk)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
The State of the Alternative Investments in 2022 (AllAboutAlpha)
Global Factor Performance: April 2022 (Alpha Architect)
You are not the boss, the market situation is the boss (DSGMV)
“US Dollar Rally Coming To An End”
Yield Curve Inversions (MacroTourist)
This week’s best investing tweet:
This week’s best investing graphic:
How Automaker Logos Have Evolved Over the Past Century (Visual Capitalist)
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