This week’s best investing news:
Climbing the Maturity Wall of Worry (Jesse Livermore)
The Persistence of Value & Growth (Verdad)
Mohnish Pabrai’s Big Bet On AMR Paid Off (Forbes)
Pzena Investment Management: Global Banks – Where We Stand (Pzena)
GMO 7-Year Asset Class Forecast: November 2023 (GMO)
Guy Spier – My Thoughts On Analyzing & Talking To Management Before Making An Investment (GS)
Ian Cassel – How Are You Different? (MicroCapClub)
Carl Icahn – Open Letter to Shareholders of Illumina, Inc. (caricahn.com)
The practical wisdom of Christine Benz (Morningstar)
Markets Applaud Another ‘Powell Pivot’ (Felder)
Robert Robotti, Theo van der Meer on Financial Brigadoon and Relationships (GuruFocus)
My full interview with Demetri Kofinas (Rudy Havenstein)
Aswath Damodaran – Inflation will remain a story for the next year (CNBC)
I Got You Fam (Ep Theory)
Google’s True Moonshot (Stratechery)
Yielding Results (Humble Dollar)
The Dunbar’s Number of Investing (Safal)
Transcript: Michael Rockefeller (Big Picture)
This is a Bad Santa rally (FT)
Saber Capital Management’s John Huber describes inevitable retail winners (YAVB)
Driving with the Rear-View Mirror (AQR)
China’s banking system is in free fall right now, says Hayman Capital’s Kyle Bass (CNBC)
December Views from First Eagle Global Value Team (FEIM)
Another 6.5% upside possible for market says Patient Capital’s Samantha McLemore (CNBC)
This week’s best value investing news:
The Persistence of Value & Growth (Verdad)
Four Ways Value Investors Can Use Momentum (Validea)
Extreme Value Investing and the Generalist Biotech Strategy with Erik Conrad (Planet MicroCap)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Show Us of Your Portfolio II: Larry Swedroe on Alternatives and Interval Funds (Excess Returns)
TIP593: Elon Musk by Walter Isaacson (TIP)
Episode #513: J.P. Morgan’s Gabriela Santos Likes International Stocks for 2024 (Meb Faber)
BTC161: Decentralizing Bitcoin Mining Pools w/ Bitcoin Mechanic (BTC)
Same Stock Different Returns (MicroCap)
Todd Schwartz – Expanding Credit Access (Business Brew)
John Armitage – Navigating Macroeconomic Shifts (VIWL)
Tim Steffen: Smart Tax Moves for 2024 and Beyond (LongView)
Anthony Scaramucci on resiliency, cryptocurrencies (Boyar)
Justin Ishbia – Lessons from Acquiring 586 Companies (ILTB)
449- Charlie (InvestED)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
Can Machine Learning help to select mutual funds with positive alpha? (AlphaArchitect)
Bonds Rock as Rates Roll (ASC)
How to Protect Your Equities Against Rising Rates (AllAboutAlpha)
The 60/40 Portfolio Needs an Alts Infusion (CFA)
This week’s best investing tweet:
Vintage rare footage featuring Benjamin Graham (1950s) https://t.co/otNAiEoSEX
— Tobias Carlisle (@Greenbackd) December 18, 2023
This week’s best investing graphic:
Visualizing 60 Years of Stock Market Cycles (Visual Capitalist)
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