This week’s best investing news:
David Einhorn – Greenlight Capital Q4 2022 Letter (GC)
Regulating Crypto – Democratization and “The Bucket Shop Problem” (Jamie Catherwood)
Oaktree’s Howard Marks on Markets, Fed Rates, Inflation (Bloomberg)
Inside the High-Yield Spread (Verdad)
What if Tesla Is…Just a Car Company? (WSJ)
Mastering the Mental Game of Investing (Davis Funds)
Pzena Investment Management Q4 2002 Commentary: Equity Investing in An Uncertain Macro Backdrop (Pzena)
Those Three Little Words That Investors Hate to Say: “I Don’t Know” (Kingswell)
US Will Dodge Recession and Markets Will Rally, Ariel’s Rogers Says (Bloomberg)
David Einhorn: The Pequod Returns Home (Neckar)
Looming Twitter interest payment leaves Elon Musk with unpalatable options (FT)
FOMO: The Worst Financial Trait (Collab Fund)
JPMorgan’s Jamie Dimon: Bitcoin is a ‘hyped-up fraud’ (CNBC)
Return Stacking in an Inverted Yield Curve Environment (FWM)
An Update from Our CIOs: 2022 Was a Tightening Year; In 2023 We Will See Its Effects (Bridgewater)
Death to Dividends (Humble Dollar)
Fisher Investments’ Founder, Ken Fisher, Discusses the Right Time to Do a Portfolio Review (FIsher)
Transcript: Jennifer Grancio, Engine No. 1 (Big Picture)
Bank of America CEO details mild recession outlook, Fed rate cuts, and more (Yahoo)
The Financial Media Goes Gaga For The Greenback, Part Deux (Felder)
Arnott: Put Money In Multi-Factor Strategies (Validea)
Bill Gates – Climate change, AI, and more from my latest AMA (Gates)
Uncorrelated Assets: An Important Dimension of an Optimal Portfolio (AQR)
An Iowa Farmer Tried to Dodge Stock-Market Turmoil. It Cost Him $900,000 (Jason Zweig)
China moves to take ‘golden shares’ in Alibaba and Tencent units (FT)
Inflation on a forward-looking basis is low, says Wharton’s Jeremy Siegel (CNBC)
4Q22 U.S. Value Strategy Newsletter: Shame on Me in 2023 (Smead)
Ron Muhlenkamp – Q1 2023 Letter (Muhlenkamp)
Meta Platforms: If You Build It, They Will Come (Wedgewood)
Dodge & Cox Q4 2022 Market Commentary (DC)
Akre Focus Fund Commentary Fourth Quarter 2022 (Akre)
Ariel Focus Fund Q4 2022 Commentary (Ariel)
Canadian National Railway Is a Cash Generation Powerhouse (Jensen)
This week’s best value Investing news:
Billionaire Leon Cooperman Shares Value Investing Wisdom And 2023 Stock Picks (Forbes)
The Value Factor and Deleveraging (AlphaArchitect)
Value Investing and Lifelong Learning with Cole Smead (Excess Returns)
Should I Turn to Turn to Value Investing in 2023? (Yahoo)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Value Investing and Lifelong Learning with Cole Smead (Excess Returns)
Miles Grimshaw – The DNA of Software Companies (Invest Like The Best)
Episode #462: Porter Stansberry on a Possible Recession, Opportunities in Distressed Debt (Meb Faber)
Overcoming Frustrating Investments (PlanetMicroCap)
TIP515: The Little Book of Valuation by Aswath Damodaran (TIP)
Private Equity and the Game of ”Volatility Laundering” (Intelligent Investing)
How quants have changed equity markets (FWM)
Sam McRoberts — The Grand Redesign (EP.143) (Infinite Loops)
This week’s Buffett Indicator:
Fairly Valued.
This week’s best investing research:
Bond Investors Embrace Risk (AllStarCharts)
Undervalued or Overvalued, Where Do Equities Stand? (AllAboutAlpha)
Expected Returns for Private Equity Will Probably Suck (AlphaArchitect)
This week’s best investing tweet:
This week’s best investing graphic:
The Periodic Table of Commodity Returns (2013-2022) (Visual Capitalist)
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