This week’s best investing news:
Howard Marks Warns Governments ‘Can’t Keep Us Aloft Forever’ (Bloomberg)
Ray Dalio: Are We in a Stock Market Bubble? (Linkin)
A Momentum Crash Course (Verdad)
Bill Nygren: Here’s why now is a really exciting time for value investors (CNBC)
Jim Chanos: Capitalism Is Short Selling Dead? (Chicago Booth)
Interview with Chris Davis of Davis Advisors (VII)
Guy Spier: Why is India only rated BBB-? (GS)
Enforced Pretending (Rudy Havenstein)
Bridgewater Alum Paul Podolsky on What Russia Tells Us About the Future of the Global Order (Bridewater)
Everything Old is New Again: Enduring Lessons From the Very First Book About the Stock Market (Kingswell)
The Friendship With Warren Buffett That Led to Her $1 Billion Donation (WSJ)
The Dumber Side of Smart People (Collab Fund)
Fundsmitten (Stephen Clapham)
Why Don’t Real Assets Work Better as an Inflation Hedge? (Ep Theory)
Is Your 401(k) Destroying Capitalism? (WSJ)
Yesterday’s Influence (Humble Dollar)
The US equity market is one of the least concentrated in the world (FT)
Danger, Will Robinson! (Felder)
A Warren Buffett Protégée Is on the Hunt for Small Companies. She Now Has Millions More to Spend (WSJ)
Nvidia Is Now King of the Magnificent 7. Why It’s Not Even Close (Barrons)
Yesterday’s Influence (Humble Dollar)
Why You’re Scared of Investing (and how to overcome it) (Darius)
Startup founders lash out at Google for deleting Indian apps (Fortune)
It’s Nvidia’s Stock Market. You Choose How to Live in It (WSJ)
David Snyderman, Magnetar Capital (MiB)
Magnificent Ignorance about the Magnificent Seven (Acadian)
Polen Capital Management: Investing in India – A Cyclical or Structural Opportunity? (Polen)
This week’s best value Investing news:
Could Value Stocks Finally Outperform Growth Stocks In 2024? (IB)
Three Timeless Investment Lessons From Warren Buffett’s Annual Letter (Forbes)
US value stocks draw bargain hunters while AI fever rages (investing.com)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
#189 Chris Davis: Three Generations of Wealth (KP)
Richard Sandler – The Prosecution of Michael Milken (EP.372) (Capital Allocators)
7 takeaways from Buffett letter, Reddit’s IPO & a question on share registries (Equity Mates)
#416 – Yann Lecun: Meta AI, Open Source, Limits of LLMs, AGI & the Future of AI (Lex Fridman)
The Ultimate Edge in Investing (MicroCapClub)
Episode #523: Whitney Baker on The Death of (Upside) American Exceptionalism (Meb Faber)
Quick Drop: Wes Gray – Talking about BOXX, creating an ETF, and more (Business Brew)
TIP612: Investing In Fear: Profiting From Maximum Pessimism w/ Lauren Templeton (TIP)
What Myths Can Teach Us About the AI Arms Race | Joshua Schrei (Hidden Forces)
Aravind Srinivas – Building An Answer Engine (ILTB)
The Value Perspective with Mark Walker (VP)
458- FROM THE VAULT: Checklist Inversion (InvestED)
SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet? (Morningstar)
This week’s Buffett Indicator:
Overvalued
This week’s best investing research:
Cut Your Losses and Let Profits Run? (AlphaArchirect)
Revolution and Risk: How to Pilot the AI Revolution (CFA)
Apple, Google & Tesla All Down (ASC)
This week’s best investing tweet:
Revenue growth for technology companies has been decelerating while valuations have surged pic.twitter.com/N7AYpCVcdG
— Dan Rasmussen (@verdadcap) March 7, 2024
This week’s best investing graphic:
Wealth Needed to Join the Top 1%, by Country (Visual Capitalist)
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