This week’s best investing news:
Howard Marks Memo – Gimme Credit (OakTree)
Bill Ackman Interview (Boyar)
Cliff Asness Interview – Are Private Investments ‘Volatility Laundering’? (Barron’s)
Warren Buffett: Tariffs are ‘an act of war’ (CNN)
Unlocking Shareholder Value in Japanese Balance Sheets (Verdad)
Mohnish Pabrai’s Guest Lecture at Microsoft on November 15, 2024 (MP)
GMO’s Jeremy Grantham Warns US Stocks Are About to Be Crushed (Merryn Talks Money)
Warren Buffett calls Trump’s tariffs a tax on goods, says ‘the Tooth Fairy doesn’t pay ‘em’ (CNBC)
Dalio Warns of US Debt Crisis ‘Heart Attack’ Within Three Years (Bloomberg)
The Uncomfortable Truth About Life, Success & Investing (Guy Spier)
What We’ve Learned From 150 Years of Stock Market Crashes (Morningstar)
A Valuable Reminder From the Market Gods (Ben Carlson)
Munger Mentality: How to Stay Rational During Market Sell-Offs (CMQ)
How big is the stock market’s America bubble? (FT)
It’s OK to have emotions — just don’t let them near your stock portfolio (TKer)
The Crystal Ball Test (Behavioural Investment)
On Tariffs (Brian Langis)
Don’t Assume You Know (Humble Dollar)
MiB: Melissa Smith, co-Head of Commercial Banking at JPMorgan (MiB)
Precedent in the unprecedented (Callie)
The trick is to survive (Rudy Havenstein)
Short-term vs. long-term investors (Klement)
Jensen Investment Management Company Highlight: Sherwin-Williams’ Path to Market Dominance (Jensen)
My Bias Blind Spot Bubble (Barry Ritholz)
Miller Value Partners Q4 2024 Investor Call (Miller)
Davis Funds 2025 Annual Review (Davis)
This week’s best value investing news:
Value Stocks Are Moving While Markets Tank (Stef)
The value of real value (Value Research)
The Value Perspective Podcast – with Alex Roepers (Schroders)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Howard Marks Memo – Gimme Credit (OakTree)
MEBISODE: Can We All Invest Like Yale? (Meb Faber)
#217 Josh Wolfe: Human Advantage in the World of AI (KP)
Peter Lazaroff, CFA: The Mindset and Strategies of a Long-Term Investor (EI)
Volatility is back, so are the opportunities – Seb Mullins | Schroders (EM)
Ep 463. Key Takeaways From Warren Buffett’s 2024 Letter to Berkshire Shareholders (FC)
Investing Without A Parachute(MicroCapClub)
The Electrification of Everything with John Rotonti (PlanetMicroCap)
#2281 – Elon Musk (Joe Rogan)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Valuations Reflect U.S. Exceptionalism (AlphaArchitect)
Abnormal FX Returns and Liquidity-Based Machine Learning Approaches (CFA)
This week’s best investing tweet:
Wow @JRogrow has his investment philosophy literally tattooed on his arm. @Greenbackd @farnamjake1
“I really hope my philosophy doesn’t change.”
— Ian Cassel (@iancassel) March 6, 2025
This week’s best investing graphic:
Ranked: The World’s Top 20 Economies by GDP Growth (2015-2025) (Visual Capitalist)
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