This week’s best investing news:
Warren Buffett has finally revealed what will happen to his money after he dies (CNN)
Hedge Fund Baupost Cuts Almost a Fifth of Investing Staff (Bloomberg)
Mohnish Pabrai: Who Made Billions By Following Warren Buffett’s Strategy (MSN)
Show Us Your Portfolio: Eric Crittenden (Validea)
Ray Dalio – Pick A Side And Fight For It, Keep Your Head Down, Or Flee (LinkedIn)
The Compelling Case For Contrarianism Today (Felder)
Ackman’s huge new fund offers zero fees, with a catch (AFR)
The Bezzle (Havenstein)
GMO – FAQ: Passive Investing (GMO)
I’m Looking for Hidden AI Stocks (Stef)
The Failure of Credit Suisse Should Be Causing Sleepless Nights (The Market)
Not All Predictions Are Created Equal (BI)
Politics and Investing…Mix Them At Your Own Risk (Howard Lindzon)
Joe Biden and the Common Knowledge Game (Ep Theory)
Major Asset Classes | June 2024 | Performance Review (Capital Spectator)
All in One Place (Humble Dollar)
Forget About Factors? (Random Rogers)
Age Gating (No Mercy)
Welcome to the (Investing) Jungle (Uncertainty of it All)
The Silent Force Driving Success in Life and Investing (Safal)
MiB: Eva Shang, CEO, Legalist (Big Picture)
This week’s best value Investing news:
Value Investing Has Been a Loser for Decades. Now Isn’t the Time to Give Up. (Barron’s)
Growth, value stocks could see boost from Russell rebalancing (CNBC)
Value Stocks Have Been on the Junk Heap. They’re Due for a Pop. (Barron’s)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
The Insight: Conversations – Oaktree Conference 2024 Edition (OakTree)
Ep 173: Dan Ariely – Understanding irrationality through behavioral economics (ITR)
Modest Proposal – AI Commoditization and Capital Dynamics (ILTB)
Luis Sanchez: Hunting for Net-Nets (Value Hive)
Peter Mallouk: Why Demand for Financial Advisors Will Only Increase (Barron’s)
Charles Duhigg- Secrets of Communication (Capital Allocators)
You Can’t Cut Corners in Investing or in Life (Stansberry)
BQE Water (BQE.V / BTQNF) – Transforming Water Management in the Mining Industry (MicroCapClub)
A Tour of the Macroeconomic Landscape with Bob Elliott (Excess Returns)
Bill Gebhardt – Replicating Discretionary Commodity Trading Systematically (FWM)
This week’s Buffett Indicator:
Overvalued
This week’s best investing research:
U.S. Companies Have Outperformed Japanese Companies, or Have They? (AlphaArchitect)
Right Analysis. Wrong Result. (ASC)
The bezzle and markets – Risks could be rising (DSGMV)
Investing in Stock and Bonds: An Alternative to Strategic Allocations (PAL)
Are Your Data Governance and Management Practices Keeping Pace with the AI Boom? (CFA)
This week’s best investing tweet:
Growth’s outperformance versus Value is at its highest level since 2000 & not far from the record high in March 2000. What happened in the 7 years following July 2000? Growth stocks declined 27% while Value stocks gained 84%.
Video: https://t.co/SLh8XIiR3B pic.twitter.com/MS4Axj0E4e
— Charlie Bilello (@charliebilello) June 24, 2024
This week’s best investing graphic:
See China’s Population Density Visualized Using a 3D Map (Visual Capitalist)
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