This week’s best investing news:
Howard Marks: Navigating Crises – Creed, Preparation and Emotional Control (Decision Nerds)
What Bill Ackman Sees in Hertz and Why He’s Betting Big on the Rental-Car Company (Barron’s)
Howard Marks: Global Alts Miami 2025 (OakTree)
Diverging Destinies in Corporate Japan (Verdad)
Cathie Wood (ARK Invest) Q&A: The Next Era of Innovation (InvestEngine)
The Essential Lesson: 50 Great Investors Share the One Thing They Would Teach You (Validea)
Heroes or Villains? The Shrinking World of Shorting – Carson Block (MoneyMaze)
19 charts to consider as markets swing wildly (TKer)
This would have happened anyway. (Havenstein)
.220 Hitters & Aging Racehorses (Kingswell)
Five mistakes investors make (Klement)
Buy the Dip! The Appeal and Dangers in Contrarian Investing! (AD)
The Three Buckets Rule That Separates Long-term Investing from Pure Speculation (Stef)
“All Viewing Is Not Equal” (TSOH)
Thinking the Unthinkable (About US Assets) (BI)
‘Good Old Capital Flight’ (Felder)
Wall Street’s Not-So-Golden Rule (Ep Theory)
Why Portfolio Diversification Has Helped in 2025 (Morningstar)
Transcript: Martín Escobari, General Atlantic (MiB)
Don’t Buy Into This Easy Fix for Stock-Market Craziness (Jason Zweig)
Bear Markets are a Necessary Evil (Larry)
Always Invert (Better Letter)
Weitz Q1 2025 Letter to Shareholders: Dramamine and Discipline – Living with Mister Market (Weitz)
Third Avenue Value Fund Q1 2025 Commentary (TA)
Patient Capital Management Q1 2025 Commentary (Patient)
Polen Global Growth Q1 2025 Commentary (Polen)
This week’s best value investing news:
The Value Perspective Podcast – with Swen Lorenz (Schroders)
The Dark Side of Value Investing: Practical Lessons from Aswath Damodaran (Validea)
Value management, a lever for diversification (Delano)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
#466 – Jeffrey Wasserstrom: China, Xi Jinping, Trade War, Taiwan, Hong Kong, Mao (Lex Fridman)
#225 Outliers: Henry Singleton – Distant Force (KP)
#46 The Numbers Lady (Stephen Clapham)
The One Lesson: 50 Great Investors Share the One Thing They Would Teach You (Excess Returns)
Matt Huang – Investing At The Frontier (ILTB)
Tariffs, Debt, and a Recession by Design – Ep 251 (Vitaliy)
Cullen Roche: What Tariffs Mean for Your Portfolio (Long View)
The Value Perspective with Niall MacDowell (VP)
Star Bond Manager Mary Ellen Stanek on Opportunities in Market Volatility (WealthTrack)
Market Volatility: Which Investments Will Protect Your Portfolio in a Recession? (Morningstar)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Making Factor Strategies Work for Everyone (AlphaArchirtect)
Small Caps vs. Large Caps: The Cycle That’s About to Turn (CFA)
Factor investing – The 3 P’s framework (DSGMV)
Finding Oasis in Turmoil: Don’t Look Back in Anger (AllAboutAlpha)
This week’s best investing tweet:
Warren Buffett now owns 4.6% of the entire U.S. Treasury Bill Market 🚨🚨 pic.twitter.com/O9dsrGrF7b
— Barchart (@Barchart) April 22, 2025
This week’s best investing graphic:
Ranked: States Where Americans Have the Most Cash in the Bank (Visual Capitalist)
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