This week’s best investing news:
In Conversation with Ray Dalio (ADFinance)
Mohnish Pabrai’s conversation at Schroders – The Value Perspective Podcast (MP)
100+ Great Investors Share Their Most Important Investing Lesson (Validea)
Burt Malkiel Says There Are No Geniuses on Wall Street | The Businessweek Show (Bloomberg)
Matrix Asset’s David Katz discusses where to find opportunities in the market in 2024 (CNBC)
Why Berkshire Hathaway Should Do Just Fine in 2024 (Barron’s)
Oakmark’s Mike Nicolas discusses Phillips 66 and Corteva (CNBC)
Bogleheads 2023 Investing Experts Panel (Bogleheads)
“The best century we’ve ever had” (Rudy Havenstein)
Jeremy Siegel discusses the markets, equities and his Fed outlook (CNBC)
Letter #150: Stephen Mandel and Garrett Moran (2020) (A Letter A Day)
Louis-Vincent Gave: The Fed Will Cut Interest Rates for Political Reasons (The Market)
Economy & Forecasts (Brian Lamgis)
Momentum Turning Points Can Be Costly. Here’s How Investors Can Prepare (Morningstar)
Lean Against the Wind (Humble Dollar)
Burned Investors Ask ‘Where Were the Auditors?’ A Court Says ‘Who Cares?’ (WSJ)
Morgan Housel: Respect Each Others’ Delusions (CollabFund)
2023: Another miserable year for market forecasters (MI)
Sound Shore Management: Uncovering Value in Today’s Market (SS)
MiB: Stephen Suttmeier, BAML Chief Equity Technical Strategist (Big Picture)
This week’s best value investing news:
Value Gap in US Equities Is Widening Once Again (Harris)
Buffett’s Longer-Term Slump: Time To Rethink Value Investing? (Forbes)
Are stock returns predictable at different points in time? (AlphaArchitect)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
TIP594: Contrarian Investing & Sir John Templeton w/ Scott Phillips (TIP)
100+ Great Investors Share Their Most Important Investing Lesson (Excess Returns)
RWH038: The $2.6 Trillion Man w/ Rick Rieder (RWH)
#406 – Teddy Atlas: Mike Tyson, Cus D’Amato, Boxing, Loyalty, Fear & Greatness (Lex Fridman)
Episode #514: Liz Simmie, Honeytree – A Quantamental Approach to ESG (Meb Faber)
Mike Novogratz on the Fed Pivot, Stocks, Geopolitics and Bitcoin (OTT)
MicroCaps in 2023: Boring is Sexy Again (PlanetMicroCap)
Nick Baltas – Multi-Asset, Multi-Strategy Portfolios (S7E3) (FWM)
5 Pieces of Good News for Investors as 2023 Wraps Up (Morningstar)
Ep 419. Is the Steel Industry in Play? U.S. Steel and Friedman Industries (Focused Compounding)
Doug Leone – Lessons from a Titan (ILTB)
#184 Best of 2023: Conversations of the Year (KP)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
Momentum Everywhere, Including Equity Options (AlphaArchitect)
A Credit Hedge You Get Paid to Hold? Understanding Positive Return Expectations for Quality-Junk (ABA)
Two Fresh Ways to Short the Dollar (ASC)
Bragging About Returns in Good Years (PAL)
This week’s best investing tweet:
What can a 1924 book about avoiding stock market frauds teach us today?
As always, it’s fascinating to see how applicable the rules for avoiding such scams remain today.
A good chunk of the book is devoted to outlining popular fraud schemes… and wow are some familiar.
See the… pic.twitter.com/BmRZ5H154R
— Jamie Catherwood (@InvestorAmnesia) December 28, 2023
This week’s best investing graphic:
Visualizing the Top Investments Used by Financial Advisors (Visual Capitalist)
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