This week’s best investing news:
Howard Marks: The Key to Thriving in an Uncertain Investment Landscape (Global Money)
Steve Cohen on How to Build Your Investing Career: Part One (Point 72)
Jim Rogers: Market Party Will End in Crisis | Why He’s Not Shorting ‘Yet’ (The Julia La Roche Show)
Cliff Asness – Old Man Yells at the Cloud (The Compound)
Charlie Munger’s Closing Act || Q&A Transcript (2023) (Kingswell)
Billionaire U.S. hedge fund manager Bill Ackman acquires $2.6-billion stake in Brookfield Corp (G&M)
Warren Buffett’s 25 biggest mistakes – and 4 lessons they teach (Chris Leithner)
Validea’s Top 10 Joel Greenblatt Magic Formula Stocks – November 2024 (Validea)
GMO – Beyond The Factor (GMO)
Misleading Indicators (Humble Dollar)
Corporate Insiders Are Jumping Ship (Felder)
F1 Is at an Inflection Point (Galloway)
Transcript: Corey Hoffstein on Return Stacking (MiB)
Fiscal Red Bull (Havenstein)
‘I Don’t Know Where to Turn or What to Do.’ His $763,094 Retirement Fund Is in Limbo. (Jason Zweig)
Josh Wolfe – Latest Letter (Lux)
Sam Walton: Made in America (Security Analysis)
America’s Superpower (Collab Fund)
Boyer – Forgotten Forty Sample Reports Here (Boyar)
Pzena Investment Management CEO: Excited about opportunities in China, Japan (Pzena)
This week’s best value investing news:
Value stocks and the duality of markets in 2025 (Franklin Templeton)
What to do as large private banks trade like value stocks & utility stocks act like growth stocks? (ET)
From Real Estate to Crypto, Value-Investing Opportunities Are Everywhere (Stansberry)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
The Most Misunderstood Bull Market Ever | Jim Paulsen (Excess Returns)
Joel Nagel on Global Asset Protection: Defense for a Dangerous World (Meb Faber)
#41 The Composer (Clapham)
Belief Over Fear: Markets Defy Gravity Amid Uncertainty (On The Tape)
Luca Dellanna on His Book, Ergodicity: Definitions, Examples, Implications (MOI)
Gabe Whaley – Building MSCHF (ILTB)
Tyler Cowen on Life and Fate (EconTalk)
Expert: Luke Laretive – High conviction stocks in Aussie small caps (Equity Mates)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Factors are global, respectable and repeatable (Alpha Architect)
Infrastructure Debt: Unlocking Investment Opportunities in a Transforming Economy (CFA)
The link between earnings, market returns, and GDP is not strong (DSGMV)
The Stock Market Needs a Good Story (PAL)
This week’s best investing tweet:
The more I see this chart, the more excited I get about International Equities.
What are your favorite ex-US markets? pic.twitter.com/jG3sJGUAvF
— Brandon Beylo (@marketplunger1) November 23, 2024
This week’s best investing graphic:
Visualizing the Social Media Giants Dominating Ad Spend (Visual Capitalist)
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