This week’s best investing news:
Ray Dalio – 2024: A Pivotal Year on the Brink (LinkedIn)
Warren Buffett’s company now fully owns a truck-stop chain that was the 5th-largest private company in America (Business Insider)
Why Howard Marks doesn’t believe in Goldilocks (AFR)
Bill Ackman on fighting antisemitism, the 2024 election and more (CNBC)
Fireside Chat with Dr. John C. Malone (Singleton)
Jeremy Siegel Shares His 2024 Stock Market Outlook (Julia La Roche)
Regional Growth & Equity Returns (Verdad)
Nelson Peltz: Disney board has underperformed the S&P 500 ‘on every measure’ (CNBC)
Investors Are Hunting Quality Instead of Meme Stocks (Validea)
Berkshire Hathaway’s Tobacco History Part Vii – Conwood: A Remarkable Company (Genehoots)
Goldilocks’ Great Expectations (Felder)
Li Lu, The ‘Chinese Warren Buffett’ Remembers His Friend And Mentor Charlie Munger (Yahoo)
They don’t know anything (Rudy Havenstein)
Wealth Unlocked: Navigating the Benefits of Backdoor Roth (Linkedin)
Avoid Investors Who… (Investment Talk)
#DavosBrainstorm2024: Ray Dalio, Founder, CIO Mentor, Bridgewater Associates (Business Today)
Information That Would Get Your Attention (Collab Fund)
Quant Fund AQR Doubles Down on Bullish Emerging-Market Call (Bloomberg)
Non-Linguistic Inflation Framing in the Wall Street Journal (Ep Theory)
The School Bell Rings: Time for Class (Musings on Markets)
A Lifetime of Wisdom (Humble Dollar)
A Young Investor’s Guide to Avoiding the Fast-Wealth Trap (Safal)
Bill Nygren – Citi could be a stock that Wall Street’s unfairly given up on (CNBC)
David Rosenberg – Now Is a Good Time to Take Profits and Thank Your Lucky Stars (The Market)
Jamie Dimon – ‘Chase CEO issues ominous warning on US economy’ (Fox)
Ian Cassel – Grow Yourself (IC)
Transcript: Cathy Marcus, PGIM Real Estate (Big Picture)
A guide to navigating quarterly noise-flow (BH)
Microsoft CEO Nadella on AI Wave and Tech in 2024 (Bloomberg)
Tsai Capital Annual Letter (Tsai)
Ariel Focus Fund Q4 2023 Commentary (Ariel)
Palm Valley – The Art of Looking Stupid (Palm Valley)
January Views from First Eagle Global Value Team (FEIM)
Wedgewood Partners Q4 2023 Client Letter: Powell Pivot – The Sequel (Wedgewood)
This week’s best value Investing news:
Fourth Quarter 2023 Commentary (Pzena)
Peer-Reviewed Theory and Expected Stock Returns (AlphaArchitect)
Patient Capital’s Samantha McLemore: A Generational Buying Opportunity in Classic Value (PC)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
TIP600: Business Durability and Strategy Masterclass with Hamilton Helmer (TIP)
George Michelakis – Chess Master’s Approach to Long-Short Equity at Gladstone (Capital Allocators)
Show Us Your Portfolio: Andrew Beer (Excess Returns)
Daryl Morey – Systems Thinking in Sports (ILTB)
BTC165: Bitcoin’s 2024 Technical Overview w/ NVK (BTC)
Episode #517: Bruno Caratori – The Bitcoin ETF is FINALLY Approved. Now What? (Meb Faber)
How Regulations Affecting MicroCaps (PlanetMicroCap)
#953 – Is it Time to Adjust Fed Expectations? With Jared Dillian (RealVision)
This week’s Buffett Indicator:
Overvalued.
This week’s best investing research:
Risk is Opportunity (ASC)
How to Build Better Low Volatility Equity Strategies (CFA)
Are real rates too high? (DSGMV)
Fund Performance, Investor Returns, and Irrational Market Participants (PAL)
The Top-3 Reasons You Should Blow Up Your Invesment Committee (AllAboutAlpha)
This week’s best investing tweet:
An extremely important lesson from Peter Thiel: pic.twitter.com/6jeKMH4eVf
— David Senra (@FoundersPodcast) January 18, 2024
This week’s best investing graphic:
Prediction Consensus: What the Experts See Coming in 2024 (Visual Capitalist)
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