This week’s best investing news:
The Roundup: Top Takeaways From Oaktree’s Quarterly Letters – 4Q2022 (OakTree)
A Sharper Signal Amid the Noise, Part II: Evidence from Europe (Verdad)
Bill Ackman Says Fed’s 2% Inflation Target ‘No Longer Credible’ (Bloomberg)
History, World Cups and Economics (Jamie Catherwood)
Warren Buffett is beating the market this year (CNN)
Billionaire investor David Tepper: I’m ‘leaning short’ on stock market (CNBC)
Have The Winds Of Change Begun To Blow? (Felder)
Hedge Fund Billionaire Loeb Slams ‘Stonk’ Picker Cathie Wood (Forbes)
A Return to Teaching: The Spring 2023 Edition (Aswath Damodaran)
Michael Mauboussin – Capital Allocation – Results, Analysis, and Assessment (MS)
Quants Could Have Their Best Year in Decades (Validea)
John Hussman – They’ve Ruled Out Tail Risk (HF)
Buffett’s company adds former director’s son to its board (AP News)
Mirror, Mirror on the Wall, Who Knew That Stocks Would Fall? (Jason Zweig)
Better Days Are Coming for the Stock Market, Experts Say. Just Wait (Barron’s)
Between Rest and Overdrive: Are Great Investors Lazy? (Neckar)
Jeffrey Gundlach and Felix Zulauf on Global Markets Amid Secular Change (DoubleLine)
Investing Resolutions for Life (Compound Advisors)
What Investors Can Learn From a Terrible Year (Morningstar)
A Taste for Junk (Humble Dollar)
Dart-throwing monkeys vs. Cathie Wood. Who wins? (Onveston Letter)
How To Find Collapsing Earnings (Empire Financial)
How private markets became an escape from reality (FT)
Transcript: Robert Koenigsberger (Big Picture)
Wages since the pandemic have not matched the increase in prices, says Jeremy Siegel (CNBC)
Forget Stock Predictions for Next Year. Focus on the Next Decade (NY Times)
How Sam Bankman-Fried swindled $8 Billion (CNBC)
What no one tells you about Diversification (Morningstar)
‘Big Short’ investor Danny Moses to investors: Avoid Tesla stock (CNBC)
Muddy Waters – Vivion Investments S.à.r.l.: A Multi-Billion Euro Shell Game (MW)
This week’s best value Investing news:
We know the potential; so why aren’t we all value investors? (Fidelity)
Japan shares to benefit in value investing revival, Daiwa CEO says (Investing.com)
GMO: 7 Year Asset Class Forecast – Emerging Value To Outperform (GMO)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
TIP506: How Jeff Bezos Built Amazon (TIP)
More Market Pain Ahead: Expert Predicts (WealthTrack)
Arnold Kling on Twitter, FTX, and ChatGPT (EconTalk)
Innovative Small ETF Firms Challenging the Big Players (Excess Returns)
Expert: Andrew Brown – A look back at 2022 (Equity Mates)
Brom Rector — Investing in Psychedelics (EP.138) (Infinite Loops)
Episode #460: Louisa Nicola – How To Perform At Your Best Physically & Mentally (Meb Faber)
December’s Stock Sell-Off Rages On (Real Vision)
John McClain – Opportunities in Credit (Business Brew)
This week’s Buffett Indicator:
Fairly Valued.
This week’s best investing research:
Bigger is Not Always Better in Asset Management (AlphaArchitect)
Eyeing a Dollar Bounce (AllStarCharts)
Should I be worried about the housing market? (DSGMV)
The Six Stages of Asset Bubbles: The Crypto Crash (CFA)
Exclusive Interview with James Cheo (AllAboutAlpha)
This week’s best investing tweet:
This week’s best investing graphic:
Visualizing EV Production in the U.S. by Brand (Visual Capitalist)
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