This week’s best investing news:
Howard Marks – We Are Undergoing A Historic Sea Change | Interest Rates, Fed, & Inflation (TIP)
Warren Buffett on raising stake in Japanese trading houses: I was ‘confounded’ by the opportunity (CNBC)
Jeremy Grantham – Calling a Super Bubble: The Crisis is Bigger Than Banks (TIP)
Ray Dalio – 3 Ways the World Order is Changing (Ray Dalio)
The Banking Crisis (Verdad)
Mohnish Pabrai’s Chat with students at the Rotman School of Management (MP)
Nearly 90% of the S&P 500’s Gains Are These 7 Stocks (Validea)
Jamie Dimon thinks the SVB collapse will have a lasting effect (CNN)
The Fate Of The Fantastic Four (Of Financial Engineering), Part Deux (Felder Report)
Transcript: Aswath Damodaran (Big Picture)
I think the Fed screwed up by allowing zero interest rates to go on too long (Rudy Havenstein)
Charles Bobrinskoy -The market isn’t cheap but cyclicals are very attractive (CNBC)
New Notes, New Signals, Same Markets (Epsilon Theory)
An annus horribilis for UK stockpickers (FT)
Disney or Bust (Humble Dollar)
Take ‘Potential Winners’ With a Grain of Salt (Fisher)
Berkshire Hathaway launches new era of Pilot Company ownership with CEO change (Knox)
Digging Into a $344 Billion Investing Mystery (WSJ)
JPM Guide To Markets Q2 2023 (JPM)
How Will AI Change Investing? I Asked a Chatbot (Morningstar)
Artificial Intelligence Is Teaching Us New, Surprising Things About the Human Mind (WSJ)
How Moneyball Investing Ran Into a Data Squeeze Play (Bloomberg)
Bill Nygren Market Commentary | 1Q23 (Oakmark)
GMO – AT1 Bonds (GMO)
Polen Capital – Opportunity Beyond Borders (Polen)
Olstein 2022 Semi-Annual Letter (Olstein)
This week’s best value Investing news:
Part One: Ariel’s co-CEOs share their Buffett-style approach to investing during market turbulence (P&I)
Value Investing Makes Sense by Jean-Marie Eveillard (Novel Investing)
Still Far To Go In New Value Cycle (Seeking Alpha)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Howard Marks – We Are Undergoing A Historic Sea Change | Interest Rates, Fed, & Inflation (TIP)
Episode #475: Short Seller Bill Martin Bet Against Silicon Valley Bank in January. Here’s Why (Meb Faber)
Show Us Your Portfolio: Cem Karsan (Excess Returns)
Eric Cinnamond – Small Cap Hunting (Grant’s)
Scott Davis & Rob Wertheimer – Lessons from the Industrial Titans (ILTB)
David Rubenstein, Super Mario, & Mifepristone (Squawk Pod)
The Secret to Beating ‘Mr. Market’: A Lesson in Value Investing (Stansberry)
Retirement Planning: Strategies for a Secure Future (WealthTrack)
This week’s Buffett Indicator:
Fairly Valued.
This week’s best investing research:
Is the 60/40 Portfolio Still Relevant? (CFA)
Global Factor Performance: April 2023 (AlphaArchitect)
Breakeven Inflation Rates Refuse To Roll Over (AllStarCharts)
Educational Alpha: Valuation GAAPs (AllaboutAlpha)
This week’s best investing tweet:
This week’s best investing graphic:
Ranked: The Largest Bond Markets in the World (Visual Capitalist)
For all the latest news and podcasts, join our free newsletter here.
Don’t forget to check out our FREE Large Cap 1000 – Stock Screener, here at The Acquirer’s Multiple:
