This week’s best investing news:
The Impact of OPEC Announcements on Oil Prices (Verdad)
For Diving FAANG Stocks, It’s the End of an Era (WSJ)
A dead cat bounce 250 years in the making (FT)
How Technology Changes Competitive Advantages (Jamie Catherwood)
Ackman’s Pershing Square Jumped 10% in October (II)
Terry Smith Buying Apple (Shares)
Very Important and Hard to Teach (Collab Fund)
What investors can take from Ray Dalio’s warning on war (AFR)
An Average That Isn’t (Humble Dollar)
Jeffrey Gundlach says bonds are attractive now (CNBC)
When I (Almost) Dumped Ben Graham’s Intelligent Investor (Safal)
Where Are Markets Headed? Six Pros Take Their Best Guess (WSJ)
Meta Myths (Stratechery)
Free Cash Flow: Back to Basics (Aswath Damodaran)
When Your Only Tool is a Hammer… (Big Picture)
George Soros: Issuing perpetual bonds would show that Sunak is serious (FT)
Equity Investors Are Betting Heavily On A ‘Soft Landing’ For The Economy (Felder)
Entering the Fall ’22 – Fireside Chat with James Chanos (Simplify)
Meet The Bogleheads (Jason Zweig)
Elon Musk’s Twitter Faces Exodus of Advertisers and Executives (NY Times)
Hedge fund Elliott warns of more pain to come after 2022 market rout (FT)
Transcript: Jeremy Siegel + Jeremy Schwartz (Big Picture)
Josh Wolfe – Access to Alternatives (Simplify)
The Crypto Story – Matt Levine (Bloomberg)
How Investors Feel About ESG Initiatives (WSJ)
Major Asset Classes | October 2022 | Performance Review (Capital Spectator)
When Inflation Surfaced, TIPS Flopped (Morningstar)
Markel (MKL) Q3 2022 Earnings Call Transcript (MF)
Oaktree – Performing Credit Quarterly Q3 2022 (OakTree)
GMO Q3 2022 Market Commentary (GMO)
First Eagle Investments Q3 2022 Market Overview (First Eagle)
The Boyar Value Group’s 3rd Quarter Client Letter (Boyar)
Polen Capital – Taking The High Road (VII)
FPA Crescent Fund Q3 2022 Commentary (FPA)
This week’s best value Investing news:
Value investors make a big comeback with one of their best months since 1978 (CNBC)
The Evolutionary Pressures And Re-Emergence Of Value Investing (SA)
Value Investing Has Unexpected Benefits in Turbulent Times (Barron’s)
Common Sense in Value Investing with Vitaliy Katsenelson (FMTM)
Pzena – The Value Opportunity in Europe: As Cheap As It Gets? (Pzena)
Revisiting the Case Against Value Investing (Validea)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
The End Game Ep. 39 – David Einhorn PREVIEW (The End Game)
TIP490: Lessons from Home Depot, Sam Walton and giving away $2 Billion w/ Billionaire Bernie Marcus (TIP)
The Long View: Morgan Housel: ‘Little Rules About Big Things’ (TLV)
Quality & Income = Multiple Dividends For Shareholders (WealthTrack)
Episode #453: Whitney Baker on Why “Immaculate Disinflation” is an Illusion (Meb Faber)
Matt Cochrane – Moats and More (Business Brew)
#151 Alan Mulally: The Power Of Working Together (KP)
Show Us Your Portfolio: Ryan Kirlin (Excess Returns)
Kirsten Green – Investing in Consumer Change (Invest Like The Best)
This week’s Buffett Indicator:
Fairly Valued.
This week’s best investing research:
Momentum Factor Investing: 30 years of Out of Sample Data (AlphaArchitect)
The Nasdaq Is NOT the Stock Market (AllStarCharts)
China Onshore Hedge Funds Report (AllAboutAlpha)
Issac Newton and FOMO – Don’t get outsmarted (DSGMV)
Bonds and Fixed Income: Where’s the Hedge? (CFAInstitute)
This week’s best investing tweet:
This week’s best investing graphic:
The Top 100 Most Valuable Brands in 2022 (Visual Capitalist)
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