This week’s best investing news:
Crisis Investing in Europe (Verdad)
Investing’s Four Horsemen (Validea)
Trying Too Hard (Collaborative Value)
The MacGuffin, Part 1 (Epsilon Theory)
Aging Badly (Humble Dollar)
Why Is Inflation So High Right Now? 6 Reasons (Vitaliy Katsenelson)
David Tepper Covers His Short Bets (WTI)
An Epic Set Of ‘Alligator Jaws,’ Part Deux (Felder)
Howard Marks: there’s sanity in stocks (MoneyWeek)
Warren Buffett Spends Big as Stock Market Sells Off (WSJ)
Michael Burry reveals bet against Apple stock (Yahoo)
AQR gets rewarded for its ‘sins’ (CityWire)
One Year In: Man Against Market (Insecurity Analysis)
Inflation and Capital (Jason Zweig)
Why It Feels Like a Good Time to Sell Stocks (Demystifying Markets)
Don’t bother forecasting the next 12 months (Klement)
Michael Mauboussin – WHG Clube do Livro (Wealth High Governance)
A Lazy Marwari’s Guide to Stock Market Investing (Safal)
281: Mark Leonard’s Letters, SAAS Multiples, Commodity Producers (Liberty)
2022 Ivey Value Investing Classes Guest Speaker: Francis Chou (Ivey)
Talent, Compensation and Remote Work (Tanay)
Tethered (Scott Galloway)
Royce – Mind The Gap (Royce)
Two record-breaking economic reports confirm the economy continues to boom (TKer)
(De)Globalization Ahead? (Goldman Sachs)
Exploiting Volatility to Outmaneuver the Market (Miller Value)
“The Concept of Risk and Risk Management in Value Investing” – George Athanassakos (Ivey)
Tobias Carlisle Interview – Bloomberg (Bloomberg)
Transcript: Boaz Weinstein (Barry Ritholz)
Warren Buffett buys $3bn Citigroup stake in value-hunting stock splurge (FT)
Don’t Panic on Sequence of Returns (Morningstar)
2022 SaaS Crash (Meritech)
Pros & Cons of the Averaging Down Investment Strategy (Sure Dividend)
Market has a lot of very cheap stocks right now, says Oakmark’s Bill Nygren (CNBC)
What to Know if You Want to Buy the Stock Market Dip (WSJ)
Warren Buffett and Chevron: Berkshire’s Big Bet on Energy (Investment U)
Tiger Cubs Crushed by Stocks That Made Hedge Funds Billions (Bloomberg)
The Market Is Wrong, Bro (Young Money)
Cliff Asness Takes a Swipe at ARK: ‘We Were Right, You Are Not’ (Bloomberg)
Markets are being entirely driven by inflation: ‘Dean of Valuation’ Aswath Damodaran (CNBC)
Part I: Can Economic Forecasts Help Predict the Market? (Polen)
GMO Commentary-Valuation Metrics in Emerging Debt: 1Q 2022 (GMO)
Ken Fisher Explains the Impact the Supreme Court Has on Markets (Fisher)
For Tens of Millions of Americans, the Good Times Are Right Now (NY Times)
Lessons From 2022’s Tech Stock Collapse (Morningstar)
This week’s best value Investing news:
Value stocks shield investors from worst of 2022 market storm (FT)
Why Value Investing In The Current Times Make Sense (Outlook India)
Three lessons from Warren Buffett worth paying attention to right now (Market Watch)
Is it the end of the FAANG era? Why the market has turned against tech stocks (Fortune)
This week’s Fear & Greed Index:
Extreme Fear.
This week’s best investing podcasts:
Confronting Ray Dalio on America’s Next Big Problem (Jordan Harbinger)
117 – Timeless Wisdom for Crypto Investors | Jim O’Shaughnessy (Bankless)
Ep 357. Berkshire’s 13-F, JetBlue’s Hostile Takeover, Paying High P/S (Focused Compounding)
#137 Justin Su’a: Peak Mental Performance (Knowledge Project)
Ben Hunt — Preserving the Physical Metaverse (Infinite Loops)
Tyler Cowen & Daniel Gross – Identifying Talent (Invest Like The Best)
Why the Dollar is the Strengthening to 20 Year Highs W/ Brent Johnson (TIP)
Episode #416: Jan van Eck, VanEck – Thematic Investing (Meb Faber)
Harnessing Empirical Finance in Long-Term Investing Strategies (Excess Returns)
J Mintzmyer Returns (Business Brew)
John Barber – The Art of Co-Investing at Cohesive Capital (Capital Allocators)
Twelve stocks from two investor letters (Equity Mates)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
Momentum Investing: What happens if we boot stocks over 10x P/S? (AlphaArchitect)
Bonds Reach a Critical Inflection Point (AllStarCharts)
The SEC Takes Aim at SPACs (AllAboutAlpha)
This week’s best investing tweet:
This week’s best investing graphic:
Mapped: The State of Global Democracy in 2022 (Visual Capitalist)
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