This week’s best investing news:
Howard Marks Memo: Nobody Knows (Yet Again) (OakTree)
Francois Rochon: 3 Truths Every Value Investor Should Remember (Meb)
Off The Beaten Path (OakTree)
Bill Nygren: The S&P 500 has corrected, now what? (Oakmark)
Overweight the Mag-7? (Verdad)
Ray Dalio on Trump’s tariffs: I agree with the problem, I am very concerned about the solution (CNBC)
Casino! (Havenstein)
Leon Cooperman: Not buying much weakness because I don’t trust the environment (CNBC)
Stanley Druckenmiller: ‘I do not support tariffs exceeding 10%’ (CNBC)
Why Investors Must Look Beyond Recent History To Understand Today’s Markets (Felder)
100 Baggers Leave Fingerprints: Chris Mayer on How to Find Them (Validea)
Management Learnings with Jamie Dimon (JPMorgan)
A Guide to Navigating Tariff Turmoil (BI)
Aswath Damodaran: The Anatomy of a Crisis: Tariff Talk and Market Reaction (AD)
Ken Fisher Shares What You Need to Know About Market Corrections, Bitcoin and More (Fisher)
My Thoughts on Tariffs, Economic History, and the Market Decline (Collab Fund)
Berkshire Hathaway responds to ‘false reports’ on social media (CNBC)
Lisa Shalett, CIO Morgan Stanley (MiB)
Trump Just Shredded the Economic Playbook. Here Are Your Next Investing Moves (WSJ)
How Bad Could This Get? (Ben Carlson)
What Now? An Investor’s To-Do List for Chaotic Markets (Morningstar)
Oakmark Q1 2025 international equity market commentary: Are global markets shifting? (Oakmark)
This week’s best value investing news:
US Value Stocks Trading at Historically High Discounts (AlphaArchitect)
Why Value Investors Are Looking at Japan, Korea, and Brazil (Institutional Investor)
Why UK value stocks could be the smartest play in 2025 (DT)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Francois Rochon – Outperforming the Market for 30+ Years Through Patience, Humility & Rationality (Meb)
Markets In Turmoil with Vincent Daniel, Porter Collins & Danny Moses (RR)
Jean Chatzky: What Women Need to Do Differently With Their Money (LV)
With Zero Stocks in His Portfolio, Robert Kessler Is Sleeping Much Better (WT)
The Secular Bull Market Isn’t Dead: Jim Paulsen on Why Tariffs Won’t Break It (ER)
#222 Outliers: Cornelius Vanderbilt — The First Tycoon (KP)
The ROI of Your Mother (MicroCapClub)
Michael Ovitz – Turning Potential into Prominence (ILTB)
Don’t Panic: Here’s what’s happening, why you should stay invested & what we’re buying (EM)
This week’s Buffett Indicator:
Strongly Overvalued.
This week’s best investing research:
An Enduring Path: Long-termism & the FCLT Gold Standard (AllAboutAlpha)
Investing Isn’t About Being Mostly Right (AlphaArchitect)
Rebalancing’s Hidden Cost: How Predictable Trades Cost Pension Funds Billions (CFA)
This week’s best investing tweet:
Small caps are 23.5% cheaper than large caps on price-earnings ratio. The years that witnessed this discount are 1973, 1976, 1998, 2001 and 2020. The two notable small cap cycles were from 1974 to 1981 and from 1999 to 2018. pic.twitter.com/ScGE7qnsd3
— Jeff Weniger (@JeffWeniger) April 9, 2025
This week’s best investing graphic:
Ranked: The Largest S&P 500 Companies Over Time (1985-2024) (Visual Capitalist)
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