This week’s best investing news:
Deflating Narratives & A Diet of Cheap Money (Jamie Catherwood)
The Fed & the Bond Market (Verdad)
A Few Beliefs (Collaborative Fund)
The Most Important Trading Decision (Epsilon Theory)
Ray Dalio: An Update from Our CIOs: What Was Coming Is Now Upon Us (Bridgewater)
Graham & Doddsville Newsletter Spring 2022 (G&D)
In Search of a Steady State: Inflation, Interest Rates and Value (Aswath Damodaran)
AQR – Still Crazy After All This YTD (AQR)
Constellation Software ($CSU.TO, $CNSWF) (MT Capital)
Liquidity, Market Signals, and Capital Cycles: Druckenmiller’s Interviews of 1988 and 2018 (Insecurity Analysis)
Jim Simons – The mathematician who cracked Wall Street (TED)
How do companies deal with inflation and supply chain disruptions? (Klement)
Michael Mauboussin: Wealth Transfers (MS)
The Four Horsemen of Investing (Morningstar)
Idea Brunch with Frank Taber of Seeking Value (Sunday’s Idea Brunch)
Special Report: How Wall Street banks made a killing on SPAC craze (Reuters)
Which Books Should Investors Interested in Behaviour Read? (Behavioural Investment)
May Views from First Eagle Global Value Team (FEIM)
How Investors Should Navigate The Recent Volatility (Boyar)
Canada’s Warren Buffett Prem Watsa Is All Praise For India And The Government: Here’s Why (moneycontrol)
The Upside of High Inflation (Brinker)
Was the ‘Bond King’ Great? (Institutional Investor)
One Up on Wall Street Review: Key Concepts & Actionable Tips (FinMasters)
Rob Arnott: The Avoidable Costs of Index Rebalancing (ssrn)
Lords of Easy Money (Humble Dollar)
Should You Direct Index? (Morningstar)
The Disconnect Between Corporate Fundamentals & Stock Prices (Intrinsic Investing)
Legendary investor Jeremy Grantham says we’re in the fifth great bubble of the modern era (Yahoo)
WMDs (Scott Galloway)
Leon Cooperman sees stocks heading lower still, remains a seller ‘on strength’ (CNBC)
Should You Sell in May and Go Away? (Safal)
Another Algorithmic Stablecoin Isn’t – Matt Levine (Bloomberg)
Cable’s Last Laugh (Stratechery)
A Primer on Reading Annual Reports (Wolfe Research)
Transcript: Alex Guervich (Barry Ritholz)
Bloodbath (ZeroHedge)
Ken Fisher Explains the Yield Curve and Why it Matters (Fisher)
Hold Fast: Tips for 100 Baggers (Woodlock House)
Elliott’s Plan for Suncor Meets Skepticism From Some Investors (Bloomberg)
Jim Chanos & Keith McCullough | Hedgeye Investing Summit Spring 2022 (Hedgeye)
Horizon Kinetics Q1 Roundtable Discussion (HK)
David Tepper tells CNBC central banks have a credibility problem (CNBC)
There Is Only One Reason to Have Diamond Hands (Morningstar)
What nudge theory got wrong (FT)
Dan Loeb Q1 2022 Investor Letter (Third Point)
This week’s best value Investing news:
Why Value Investing Is Facing a ‘Tectonic Shift’ (Barron’s)
Good News for Large-Cap Value Investors (Larry Swedroe)
Value Factor Is Relative Haven For Stocks So Far In 2022 (Capital Spectator)
The tide continues to turn for value-growth dynamic (Live Markets)
Is It Time to Say Bye to High PE Stocks & Have A Look at Value Stocks? (Outlook)
This week’s Fear & Greed Index:
Extreme Fear.
This week’s best investing podcasts:
Fred Hickey On ‘Keeping Your Head When All About You Are Losing Theirs’ (Felder)
Mike Green on the Dangers of the Rise of Passive Investing (Validea)
Creativity vs. Frameworks: How to build a better decision-making environment (Art of Boring)
Ep 356. Tech Crash, Stock-based Comp, Yield Curve, and Bank Stocks (Focused Compounding)
Craig Fuller – The Impending Freight Recession (Business Brew)
Eric Markowitz: Tesla, Inc. $TSLA Deep Dive w/ Worm Capital (Value Hive)
RWH006: Master Your Mind w/ Arnold Van Den Berg (TIP)
Tracy Alloway — Understanding Financial Crises (Infinite Loops)
Jeff Jordan – Building & Investing in Marketplaces (Invest Like The Best)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
Institutions Trading Against Anomalies: Are Their Trades Informed? (Alpha Architect)
Why Invest in Stocks? (CFA)
Fed “Behind the Curve” Template – A measure of what the Fed needs to do (DSGMV)
The Myth of Diversification Reconsidered (AllAboutAlpha)
This week’s best investing tweet:
This week’s best investing graphic:
Arms Transfers: U.S. and Russia’s Biggest Trading Partners (Visual Capitalist)
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