This week’s best investing news:
Jeremy Grantham: The Bigger the New Idea, the More the Market Becomes Overpriced (Morningstar)
Howard Marks: The key to superior investing: Insight, Not Formulas (Global Money Talk)
Human Error Is Predictable (Verdad)
Pzena Investment Management Podcast: Why Invest Outside the US (Pzena)
Jamie Dimon on AI, IPOs, US Economy, Fed Rates, 2024 Election (Bloomberg)
In Love With Bonds (HumbleDollar)
Bill Nygren Q3 2024 Market Commentary (Oakmark)
Ray Dalio Shares His Latest on the Five Big Forces from the OceanXplorer (Bridgewater)
Fallen Angels (Scott Galloway)
Practical Lessons from Guy Spier (Excess Returns)
Druckenmiller Is Wary of Fed’s Next Move After Hot Jobs Data (Bloomberg)
Be the Barry Sanders of Investing (Jake’s)
Return on Mental Capital (Flyover)
Need for Speed (Havenstein)
Elon Musk’s X is worth nearly 80% less than when he bought it, Fidelity estimates (CNN)
My Net-Net Strategy (DirtCheapStocks)
Transcript: Vincent Aita of Cutter Capital (Big Picture)
Buy Low & Sell High: Why Is It So Difficult? (Value Investing)
Chapter 20 of The Intelligent Investor: Margin of Safety (Kingswell)
Risk vs. Reward: Your Margin of Safety is Razor-Thin (The Market)
Have we slayed the inflation dragon? (Klement)
First Eagle Investments: Corporate Governance in Japan (FEIM)
Patient Capital Management Q3 2024 Commentary (Patient)
This week’s best value Investing news:
Why Bill Nygren Invests in Tech Giants as a Value Investor (Behind The Balance Sheet)
Norman Rothery: Portfolios for dividend and value investors (G&M)
GMO – Misguided Mayhem (GMO)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Jeremy Grantham: The Bigger the New Idea, the More the Market Becomes Overpriced (Long View)
Brad Gerstner on The AI Supercycle, Invest America & Stock Compensation (Meb Faber)
Michael Arone: 3 Investment Strategies for the Rest of 2024 and 2025 (Barron’s)
Expert: Cameron Blanks – 3 key lessons from 20 years of private equity deals (Equity Mates)
15 Ways to Lose Money in Markets | Ben Carlson (Excess Returns)
Farouk Jivraj – The Art & Science of Using Alternative Risk Premia (S7E12) (FWM)
Kareem Zaki – Small Ideas Attract Competition (ILTB)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Global Factor Performance: October 2024 (AlphaArctitect)
Recession-Proof Your Portfolio with Marina Investments (AllAboutAlpha)
Investment Opportunities in Mexico (CFA)
That crazy yield message – overreaction in bonds (DSGMV)
This week’s best investing tweet:
The Trouble With Value pic.twitter.com/oCqY9UZ3Mp
— Finding Compounders (@F_Compounders) October 4, 2024
This week’s best investing graphic:
Which Countries Are the Happiest in 2024? (Visual Capitalist)
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