This week’s best investing news:
Exclusive: Warren Buffett will hand off Q&A to Greg Abel at next Berkshire shareholders meeting (Omaha News)
Howard Marks on The Global Investor Outlook – KIA (Bloomberg)
Einhorn: Gold will go higher and it’s based on confidence in fiscal and monetary policy (CNBC)
Innovation and Stock Market Bubbles (Verdad)
Steve Cohen and Jawad Mian at Sohn 2025 (Sohn)
Tom Gayner: Warren Buffett and Charlie Munger Laid Out the Playbook (The Market)
Terry Smith – There won’t be another Buffett because no one will have his advantages (Fundsmith)
Jim Chanos: Investors are putting a premium on promises over fundamentals in equity markets (CNBC)
Leon Cooperman Conservative on Stocks, Sees Rates Going Up (Bloomberg)
Jim Rogers: I Sold Almost All My Stocks – “I’ve Seen This Party Before” (Wealthion)
Celebrating Warren Buffett w/ Chris Bloomstran, Nick Sleep, Tom Russo, Chris Davis & More! (RWH)
Jamie Dimon Warns of ‘Extraordinary’ Investor Complacency (Bloomberg)
Warren Buffett vs American Capitalism | TCAF EP192 (The Compound)
This New Investing Idea Isn’t Right for Your Retirement Plan (Jason Zweig)
Extraordinarily Bullish (Havenstein)
Oakmark Funds: The case for international equities: Is the thesis unfolding? (Oakmark)
What Comes Next Isn’t a Product. It’s a Provocation. (Collab Fund)
The Stock Market Remains Undefeated (Barry Ritholz)
MiB: John Montgomery, Bridgeway Capital Management (MiB)
The Sunk Costs of Market Timing (Ben Carlson)
Mammas Don’t Let Your Babies Grow Up To Time Markets (Josh Brown)
Same As It Ever Was (Novel)
May Views from First Eagle Global Value Team (FEIM)
What’s Next for High-Yield Bond Funds? (Morningstar)
This week’s best value investing news:
Dig deeper, and you’ll see that value stocks often do actually outperform (G&M)
Market volatility is creating enticing opportunities for value investors (FSAsia)
Exclusive | Goldman urges value investors to make ‘precise’ stock picks in China (South China MP)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
BCG’s Philipp Carlsson-Szlezak on Global Macro: Recession Risk, Tariffs, Debt Dynamics (Meb)
Neil Howe on the Coming Financial Reset and Who Rebuilds What’s Broken (Excess Returns)
Gustav Söderström – How Spotify Thinks (ILTB)
Positive, Benchmark-Beating Returns With Bridgeway Funds’ John Montgomery (WealthTrack)
Kaden Bernstein: Key Ingredients for Success | Next Gen (Barron’s)
WTT: The Hardest Day to Invest is Always Today (Capital Allocators)
Inside the Mysterious World of Credit Cards (with Patrick McKenzie) (EconTalk)
#229 Outliers: Andy Grove – Only The Paranoid Survive (KP)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Profitability Retrospective: Key Takeaways for Investors (AlphaArchitect)
Tariffs and Returns: Lessons from 150 Years of Market History (CFA)
The Evolution of Impact Investing: Aligning Financial Returns with Positive Change (AllAboutAlpha)
This week’s best investing tweet:
Japanese Government Bond Yields are on the up.
The 30Y has reached the highest reading this century at 3.13%. pic.twitter.com/En7h2IuRJo
— Koyfin (@KoyfinCharts) May 20, 2025
This week’s best investing graphic:
Ranked: Top Performing Equity Markets as of May 2025 (Visual Capitalist)
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