This week’s best investing news:
Greenlight Finishes the Year on a Losing Note (Institutional Investor)
Mohnish Pabrai – 2024 Free Lunch Portfolio (MP)
Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar (OakTree)
Michael Maubousson: At The Money: Contrarian Investing (Big Picture)
Nine Investing and Life Lessons From 2023 (Validea)
Bill Ackman Calls For Harvard Board’s Resignation After Claudine Gay Ouster (Forbes)
Jumpin’ Jack Flash, It’s A Gaslight, Gas! (Rudy Havenstein)
Pzena investment Management Podcast: Finding Value in China (Pzena)
Active vs. Passive Learning (Collab Fund)
Why Stocks Have Astounded (Morningstar)
Make Them Good Years (Humble Dollar)
The Tax Whiz With the Strangest Hustle on Wall Street (WSJ)
Why less may be more when it comes to investing and financial health (Globe & Mail)
Top 6 Portfolio Moves for 2024 (Morningstar)
JP Morgan Q12024 Guide to Markets (JPM)
Royce Partners – 4Q23 Small-Cap Recap (Royce)
Albert Bridge – Stock Market History Illuminated, 2023 Style (AB)
William Blair – Emerging Markets Debt: 3 Ways We Are Differentiated (WB)
This week’s best value Investing news:
Jeremy Siegel – Value stocks could rise 15% amid abnormal gap between growth and value (CNBC)
Value Stocks Shine in Year’s First Trading Day in Big Reversal From 2023 (Barron’s)
Inside the minds of successful value investors (Globe & Mail)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Morgan Housel – Same as Ever (EP.359) (Capital Allocators)
What Generative AI Means for Investors with Adam Butler (Excess Returns)
Jared Dillian — How To Live a Stress-Free Financial Life (Infinite Loops)
Erik Serrano – Investing in Investment Firms (ILTB)
#407 – Guillaume Verdon: Beff Jezos, E/acc Movement, Physics, Computation & AGI (Lex Fridman)
Episode #515: Felix Zulauf – 2024 Macro Outlook Not Rosy (Meb Faber)
Active Patience (MicroCapClub)
Kim Lew – The Dynamics of Risk Management and Asset Allocation (VIWL)
TIP597: Darwin’s Investing Lessons w/ Kyle Grieve (TIP)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
Fifty Shades of Grey Swans: Timeless Risks with a Modern Twist (AlphaArchitect)
Forex Markets Point to Increased Volatility (ASC)
Risk Parity Not Performing? Blame the Weather (AllAboutAlpha)
The magnificent seven versus all the rest – what will drive 2024 returns? (DSGMV)
This week’s best investing tweet:
What Stanley Druckenmiller taught Michael Mauboussin (@mjmauboussin) about position sizing.
“Position sizing was 70 to 80% of the game.” pic.twitter.com/WloqMaBKU1
— Brandon Beylo (@marketplunger1) January 4, 2024
This week’s best investing graphic:
Visualizing 150 Years of S&P 500 Returns (Visual Capitalist)
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