This week’s best investing news:
Howard Marks – Unlocking Investment Wisdom (Money Maze)
Ray Dalio: The U.S. government’s debt problem will lead to ‘shocking developments’ (CNBC)
Bill Nygren – A Modern Approach to Value Investing (FinChat)
GMO: Trade: The Most Beautiful Word In The Dictionary (GMO)
The Last Lecture of Benjamin Graham (Kingswell)
Has Private Credit Broken the High-Yield Spread Signal? (Verdad)
The Wisdom of Bill Gurley (East Wind)
“It Has Never Been Not Hard” (TSOH)
As Good As It Gets (Felder)
Warren Buffett’s 25 biggest mistakes – and 4 lessons they teach (Chris Leithner)
Charlie Munger’s Timeless Advice for Surviving Market Crashes (CMQ)
More proof that predicting short-term stock market moves is almost impossibly hard (TKer)
Aswath Damodaran – Session 13: Loose Ends in Valuation (AD)
Déjà Vu All Over Again (Havenstein)
Is International Diversification Finally Working? (Ben Carlson)
European (fund flow) Exceptionalism (FT)
Are Stocks a Sure Thing Over the Long Term? Not Necessarily (WJS)
Never Root for a Recession (Dollars Data)
You Can’t Escape Politics. Your Investing Decisions Can (WSJ)
Visualizing every day of the US stock market for the last 10 years (Sherwood)
MiB: Philipp Carlsson-Szlezak, Global Chief Economist for BCG (MiB)
March Views from First Eagle Global Value Team (FEIM)
RV Capital’s 2024 Letter to Co-Investors (RV)
On Stock-Picking in Volatile Environments (AB)
Polen Capital Management: Can Diversification and Concentration Coexist? (Polen)
This week’s best value investing news:
Seven Great Investors Break Down the Struggles of Value Investing (Validea)
Why is 2025 a ‘great year’ for value investing? (Fox)
Are value stocks finally taking the baton from growth? (Investment News)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Great Stocks Evolve But Most Investors Don’t (MicroCapClub)
#218 Outliers: Estée Lauder — A Success Story (KP)
Kelly Granat – Investing At Lone Pine (ILTB)
Q&A Series: Diversification and Position Sizing in Investing – Ep 248 (Intellectual Investor)
Basis Points: We’re entering a stock pickers market with Eric Marais (Equity Mates)
The Value Perspective with David Marcus (Value Perspective)
Adam Rossi: Investing In The Age of DOGE (Value Hive)
Jacqueline Faber: A Journey into Dark Academia (Meb Faber)
Money Delusions: Barry Ritholtz on the Elusive Definition of Money and How Not to Invest It (Excess Returns)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
How Bond ETFs Make Trading Easier and Cheaper (AlphaArchitect)
6 Reasons to Avoid Hedge Funds (CFA)
The ascent of Total Portfolio Approach (DSGMV)
This week’s best investing tweet:
The reason why large caps have been smashing mid and small. Earnings. pic.twitter.com/bpr6Bo0RQB
— Tobias Carlisle (@Greenbackd) March 12, 2025
This week’s best investing graphic:
Ranked: The Top 20 Countries Holding the Most U.S. Debt (Visual Capitalist)
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