This week’s best investing news:
Stan Druckenmiller on Fed Policy, Election, Bonds, Nvidia (Bloomberg)
Bill Nygren: Q3 2024 Commentary (Oakmark)
Buybacks for US, Dividends for EU (Verdad)
Larry Swedroe: An Evidence-Based Look at the Struggles of Value Investing (Excess Returns)
Building a Quantitative Strategy Based on Warren Buffett’s Approach (Validea)
Michael Mauboussin: Measuring the Moat (Morgan Stanley)
Rob Arnott – Why Nvidia’s Rally Won’t Last (Meb Faber)
Transcript: Joe Lonsdale, 8VC (Big Picture)
5 Investment Lessons From the Best Investing Books (Darius Raroux)
Sticking With Stocks (HumbleDollar)
Savers Bid a Sad Farewell to Higher Yields (WSJ)
Who Needs Risk Management? (Felder)
Mob Rule (Humble Dollar)
Long-Term Stock Market Averages (Ben Carlson)
Some Surprising Things I’ve Learned in 20 Years of Investing (White Coat)
A Few Thoughts On Diversification Strategies (Fortune Financial)
Do Groups Make Good Decisions? (BI)
Miller Value Partners Q4 2024 Market Commentary (Miller)
Wedgewood Partners Q3 2024 Client Letter – Powell & Co.: Take It Easy(Wedgewood)
This week’s best value Investing news:
Larry Swedroe: An Evidence-Based Look at the Struggles of Value Investing (Excess Returns)
Pzena Investment Management Q3 2024 Commentary (Seeking Alpha)
Domestic stocks with value and momentum from BMO’s chief investment strategist (G&M)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Owen Lamont on Bubble Fever, Index Gripers & Inefficient Markets (Meb Faber)
Matt Perelman & Alex Sloane – The Art of Franchise Investing (ILTB)
Rob Fraser: How To Build Mental Resilience, Longevity in Career, and Succeed in Any Field (KP)
#40 The Chronicler (Stephen Clapham)
How to Retire: Transition From Saving to Spending (Morningstar)
The Great Rotation: Rethinking US and International Equity Allocations (MOI)
Expert: Sorin Roibu – Alibaba and Baidu to beat Amazon and Google!? (Equity Mates)
Jonathan Clements: ‘Life Is Full of Small Pleasures’ (Long View)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
The Sahm Rule as a Recession Indicator (AlphaArchitect)
Are Financial Market Indices Actually Diversified? (AllAboutAlpha)
What is volatility telling us at this time? (DSGMV)
Weekly Market Report: Bandwagon Effect (PAL)
This week’s best investing tweet:
The share of Russell 2000 companies with negative earnings continues to rise pic.twitter.com/FyjyMmZEWR
— Win Smart, CFA (@WinfieldSmart) October 15, 2024
This week’s best investing graphic:
Ranked: The Most Popular Generative AI Tools in 2024 (Visual Capitalist)
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