This week’s best investing news:
Terry Smith – Valuation Is Not as Important as Quality (The Market)
The Gold Rally (Verdad)
Stanley Druckenmiller Interview CNBC (CNBC)
Quantitative Momentum Investing (Validea)
Guy Spier – Outperforming The S&P 500 Index & The Dangers Of Long-Term Compounding (Guy Spier)
Turning $1M Into $1B+: A Masterclass From The Indian Warren Buffett (My First Million)
JPMorgan’s Jamie Dimon says the U.S. economy could have a hard landing (CNBC)
Howard Marks – ‘Every bubble ensues from widespread conviction’ (CNBC)
Dalio warns of US debt pile (AFR)
Brave New Words – Bill Gates & Sal Khan (Khan)
The Last Free Lunch in Investing? (Morningstar)
A Masterclass with Bill Miller (Investment Talk)
Trust is everything (Havenstein)
Why Utilities Are Lighting Up the Stock Market (Jason Zweig)
Lindsell Train: A Very Long Hill (LT)
When Do Stock Market Crashes Happen? (Spilled Coffee)
A Tool for Testing Investor Confidence (BI)
Cash Is King – Except When Analysing Performance (Footnotes)
What the Data Say (HumbleDollar)
Bill Gross – Billionaire Bond King Talks Inflation, Interest Rates, and More (Barron’s)
The Return Of The Living Dead (Felder)
Forecasting: Considering Multiple Angles (Flyover)
Matrix Asset’s David Katz discusses where he is seeing opportunities in the market
Savita Subramanian, US Equity & Quantitative Strategy, Bank of America (MiB)
Utility Stocks Are the Market’s Best Sector. What’s Driving Them Higher (Barron’s)
Ariel Investments Q1 2024 Portfolio Manager Conference Call (Ariel)
This week’s best value Investing news:
Tobias Carlisle – Value Investing is BACK (ReSolve)
Anthony Bolton – Value Investing (Algy’s)
2024 Value Investing Conference | Keynote Speaker: Jason Zweig (Ivey)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Redefining Moat Investing with Yuri Khodjamirian (Excess Returns)
Dan Tennebaum – The Case for India at India Capital (CA)
Buy or Sell: Roger Montgomery – Nick Scali, Megaport, NovoNordisk & more (Equity Mates)
Mark Groden – The Future of Flying (ILTB)
You Are Missing This Skill – Conversations with Vitaliy (Vitaliy)
Survival (MicroCapClub)
Jan Hummel – Deep Diligence at Paradigm Capital (VIWL)
Looming Recession (WealthTrack)
The Big Long with Steve Eisman (On The Tape)
Bill Chen on Public Equity Investing in Real Estate (TWIII)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
How Volatility and Turnover Affect Return Reversals (AlphaArchitect)
Most New Highs In Years (ASC)
Factor Strategies Belong in Your Completion Portfolio Toolkit (CFA)
Permabears And Permabulls Are Two Extremes (PAL)
This week’s best investing tweet:
Ben Graham’s performance ex-Geico via the excellent @jasonzweigwsj presentation at Ivey Business School. 17% returns even without Geico pic.twitter.com/7UuADHw8lG
— John Huber (@JohnHuber72) May 23, 2024
This week’s best investing graphic:
Ranked: The Top Startup Cities Around the World (Visual Capitalist)
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