This week’s best investing news:
Howard Marks Memo: More on Repealing the Laws of Economics (OakTree)
The Most Important Thing: A Dialogue with Howard Marks (CFA India)
Inside the Mind of Mohnish Pabrai: Global Value Plays, Berkshire, and the Future of Tech (SumZero)
Why Cliff Asness Believes Markets Are Getting Dumber (Capitalisn’t)
Rethinking FX Carry (Verdad)
Mark Mobius: Change is coming and most companies are not prepared (LiveWire Markets)
Nassim Taleb on Risks, Gold, Private Markets, Trump Tariffs (Bloomberg)
Jamie Dimon Chairman and CEO of JPMorgan Chase at Data + AI Summit (DataBricks)
Aswath Damodaran: Alternative Investing: Promise and Performance! (AD)
Buffett vs. Graham vs. Lynch: Whose Strategy Wins Now & Over Time? (Validea)
Ramesh Damani talks about how to build generational wealth (Sourabh Sisodiya)
Stocks usually look past geopolitical events, but they shouldn’t be ignored (TKer)
Investment Evolution or Flexible Tactics? (Huber)
MiB: Bill Bernstein on Navigating Uncertainty (Big Picture)
This complete divorce of incentives (Havenstein)
“Reproducing the conditions that made Sequoia’s hallways electric” (CF)
The Pros and Cons of Investing in China (Morningstar)
‘Stocks Only Go Up’ (Felder)
The Day the Market Stopped (Novel)
Stream On (Galloway)
Missing you….Or not? (HD)
Why Do Some Assets Become More Attractive As they Become More Expensive? (BI)
Too Many Digital Opinions, Not Enough Physical Opinions (Stef)
What Would Prove You Wrong? The Most Important Question In Investing (Polymath)
Why You Can’t Invest by Looking in the Rear-View Mirror (WCI)
Patient Capital Management: Patience, Endurance, and Knowing Your Why (PC)
First Eagle Investments: The Small Idea: Onward and (Hopefully) Upward! (FEIM)
This week’s best value investing news:
Strategy of the Week: The Acquirer’s Multiple – A Deep Value Approach That Thinks Like a Buyer (Validea)
Broken Data. Hidden Opportunity | GMO’s Warren Chiang on Deep Value’s Historic Setup (Excess Returns)
Mastering Value Investing: Identifying Undervalued Stocks in 2025 (ABC)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
More on Repealing the Laws of Economics (Howard Marks)
Jay Hoag – Keys to Successful Growth Investing (ILTB)
Small Stocks are Roller Coasters (MCC)
Demystifying Private Equity and Private Credit ETFs: What Every Investor Should Know (Morningstar)
Whitney Baker on the End of ‘Buy the Dip’ & the American Bubble (Meb)
The Value Perspective with Jamie Carter (TVP)
Finding Asymmetric Opportunities in MicroCaps and Music Royalties (PMC)
Winning Stocks Can Still Be Losing Investments (Stansberry)
Dr. Daniel Crosby: The Psychology of Client Decision-Making Explained (Barron’s)
Recession Indicators Are Breaking. Inflation Isn’t | Megan Horneman on What Comes Next (ER)
Barbara Stewart, CFA: The Smartest Things People Ever Did—Global Stories of Risk, Change, and Reward (EI)
#48 The Independent Thinker (Clapham)
#233 Outliers: Anna Wintour – Vogue (Parrish)
This week’s Buffett Indicator:
Overvalued
This week’s best investing research:
Can Modern Portfolio Theory Still Teach Us Any Lessons Today? (AlphaArchitect)
From Theory to Trillions: David Booth (CFA)
Next is Here: What Has Investors Excited (And Quietly on Edge) (AllAboutAlpha)
This week’s best investing tweet:
Fund Managers heavily underweight Energy Stocks 😬 pic.twitter.com/QlH1T4ob4d
— Callum Thomas (@Callum_Thomas) June 17, 2025
This week’s best investing graphic:
How Tariffs Will Impact U.S. Car Prices, by Brand (Visual Capitalist)
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