This week’s best investing news:
My Greatest Investment (Jamie Catherwood)
Managing Risk When Credit Spreads Rise (Verdad)
Weathering The Stock Market Storm (Validea)
Different Kinds of BS (Collaborative Fund)
Are Big Tech Stocks Following In The Footsteps Of Their Chinese Counterparts? Part Deux (Felder Report)
IQ Isn’t Enough (Humble Dollar)
What is Reversion to the Mean and Why Does It Matter? (FinMasters)
Jamie Dimon Presents at Bernstein 38th Annual Strategic Decisions Conference (Transcript) (SA)
Peter Schiff will have his revenge on Seattle (Rudy Havenstien)
GMO Commentary: No Stone Unturned (GMO)
What Nobel Prize-winning economist Robert Shiller thinks about the stock market right now (TKer)
Transcript: Adam Parker (Barry Ritholz)
The Market Has No Memory. Should We? (Insecurity Analysis)
Mental Tension and the Value of Falling Stock Prices (John Huber)
Jack Welch’s questionable legacy (Axios)
Mark Zuckerberg Is Blowing Up Instagram to Try and Catch TikTok (Bloomberg)
Wise Words from Robert Wilson (Novel Investor)
Where Does the Supply Chain Crisis Stand Now? (Morningstar)
In Investing, Simple Beats Complex (Safal)
Cryptocurrency, Coinbase, and Contagion (Feat. Jim Chanos) (Crypto Critics)
Unilever names activist investor Nelson Peltz to board (CNBC)
Interview With Jonathan Boyar at the London Value Conference 2022 (Boyar)
Active Managers Are on a Winning Streak. That Won’t Last (Bloomberg)
Sitting on the Tarmac in The Land of Stoicism (Vitaliy Katsenelson)
The Paradoxes at Davos 2022 (Gautam Adani)
Stocks fall, insiders buy (FT)
When Crypto’s Tulipmania Meets The Real Economy (Bloomberg)
An Inflation Follow Up: Company Exposure to Inflation’s Effects (Aswath Damodaran)
Fundsmith Emerging Equities Trust AGM 2022 (Fundsmith)
David Katz: This market is truly impossible to predict in the short-term (CNBC)
Advisor Innovations: Dr. Daniel Crosby on Understanding a Client’s Money Mindset (WeathManagement)
SPACs Are Warning They May Go Bust (WSJ)
Soros Warns ‘Civilization May Not Survive’ Putin’s War (Full Speech) (Bloomberg)
Cathie Wood – The Rise and Fall of Wall Street’s Most Controversial Investor (Nymag)
Constellation Software Q1 2022 Management Discussion & Analysis (CS)
What Is Stagflation? Ken Fisher Explains (Fisher)
Shining a Sustainability Light on the Darker Side of Big Tech (MS)
How to Weather This Stock Market Storm (Jason Zweig)
The Tech Rout Isn’t Just Cyclical—It’s Well-Earned, and Overdue (Bloomberg)
We’re going to have inflation well above normal levels into next year, says Charlie Bobrinskoy (CNBC)
This week’s best value Investing news:
Value Investing Is Not All About Tech (Cliff Asness)
Four Ways Value Investors Can Use Momentum (Validea)
Value Investing: The Recovery of Hope (Pzena)
TIP453: The Case for Long-Term Value Investing w/ Jim Cullen (TIP)
This week’s Fear & Greed Index:
Fear.
This week’s best investing podcasts:
The Acquirers Multiple | Tobias Carlisle Interview (Everything Money)
#138 Luke Burgis: The Power of Mimetic Desire (Knowledge Project)
Compare the Pair: Warren Buffett + Cathie Wood are both buying again (Equity Mates)
Michael Green – The Active Impact of Passive Investing (Flirting with Models)
Ep 359. Serial Acquirers: Good vs. Bad, Long-term Returns (Focused Compounding)
Aswath Damodaran – Making Sense of the Market (Invest Like The Best)
Episode #419: Peter Zeihan – Deglobalization, Depopulation (Meb Faber)
Amanda Agati – Cautiously Optimistic (Business Brew)
Behind The Memo: Bull Market Rhymes (Howard Marks)
Ben Claremon: How To Evaluate Management & Capital Allocation (Value Hive)
This week’s Buffett Indicator:
Fairly Valued.
This week’s best investing research:
Strategies to Mitigate Tail Risk (AlphaArchitect)
Extremely Successful? Extremely Lucky! (CFA)
The Adorable “Return Free Risk” (All Star Charts)
This week’s best investing tweet:
This week’s best investing graphic:
The Best Months for Stock Market Gains (Visual Capitalist)
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