This week’s best investing news:
Jeremy Grantham: The Great Paradox Of The U.S. Market! (GMO)
The Best Essay (Paul Graham)
The DNA of a Warren Buffett Company (Morningstar)
Sclerotic Small Caps? (Verdad)
David Einhorn – How Passive Investing May Have Created A Bifurcated Market For Value Investors (MM)
Howard Marks Talks US Economy (Bloomberg)
Cliff Asness: The 60/40 portfolio: Still a viable strategy? (TD)
Warren Buffett Minds the GAAP (WSJ)
S&P 500 hits new record high as investors shrug off sticky inflation data (Yahoo)
Ken Griffin shares his views on the markets and the industry in 2024 (CNBC)
Ariel’s Rogers on Paramount, MSG, Fed, Being Patient (Bloomberg)
There’s a retail craze now. (Rudy Havenstein)
Signs of a Good Investment Process, Revisited (Flyover Stocks)
Why quality stocks perform so well (Klement)
Mohnish Pabrai’s Session at the SumZero Virtual Investor Summit 2024 (MP)
Financial Nihilism (Ep Theory)
Professional Gambler interview-Mikki Mase (SWU)
Nobody Wants To Own Commodities (But The Insiders) (Felder)
Bill Nygren: Why do new highs matter? (Oakmark)
Aswath Damodaran: Every Number Tells a Story (EM)
Jeremy Siegel: Playing momentum stocks requires nerves of steel (CNBC)
The Magnificent Seven: Fortune or Folly? (Morningstar)
Benjamin Graham: Big Moments on the Way to Big Earnings (#13) (Beyond Ben Graham)
Bill Nygren: Is the 60/40 portfolio dead or alive? (Oakmark)
Chris Davis: The Life and Money Lessons I Learned Working with Charlie Munger (Knowledge Project)
Sean Dobson, Amherst Holdings (MiB)
The Optimists Were Right About FANG Stocks (Morningstar)
Choose Your Uncertainty (F&F)
“Boring” Money Topics That I Find Fun (Best Interest)
This week’s best value Investing news:
Irrefutable Accounting Proof: Value Investing = Business Ownership (VIS)
Growth vs Value At a Crossroad (ASC)
Has the tide turned for value investing? (Livewire)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Turnarounds (MicroCapClub)
Switching brokers, terrible financial advice & has Bryce beaten the market? (Equity Mates)
Inflation, Bank Failures, Bubbles and Other Lessons from Financial History with Mark Higgins (Excess Returns)
The Complete Financial History of Berkshire Hathaway (Adam Mead) (Good Investing Talks)
Anne-Marie Peterson – The Capital System (ILTB)
Episode #524: Tim Ranzetta, NGPF – Teaching America Personal Finance (Meb Faber)
The Value Perspective with Jim Royal (Value Perspective)
Auke Hoekstra: The Bull Case For Renewables (Value Hive)
TIP615: Current Market Conditions w/ Richard Duncan (TIP)
This week’s Buffett Indicator:
Overvalued
This week’s best investing research:
Fight the Urge to Take Profits (ASC)
Betting on a Short Squeeze as Investment Strategy (Alpha Architect)
Can the Fed Pull Off a Soft Landing? (CFA)
This week’s best investing tweet:
Reading books is great, but some investing lessons can only be learned the hard way.
— Brian Feroldi (@BrianFeroldi) March 14, 2024
This week’s best investing graphic:
The World’s Biggest Stock Markets, by Country (Visual Capitalist)
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