This week’s best investing news:
The Citadel Finance Speaker Series Featuring Bill Ackman (PermCap)
Warren Buffett Shines a Spotlight on Japan’s Giants, Mitsubishi and Mitsui (GE)
Japan’s Rally Meets Shareholder Activism (Verdad)
Ray Dalio warns ‘we’re heading into very, very dark times’ (Fortune)
Billionaire Investor Cliff Asness on Managing Risk, ‘Buffer’ ETFs and More (WSJ Podcasts)
Ray Dalio says gold, non-fiat currencies will be stronger stores of value as U.S. debt mounts (CNBC)
Are Small Caps Dead? (Carlson)
Barry Diller: Instinct Over Algorithms (Farnam Street)
The Perils Presented By An Increasing Passive Share Of The Stock Market (Felder)
The call to end quarterly earnings reports is ‘somewhat ironic’ (TKer)
The Sound of Silence (Havenstein)
Assign Yourself A Story (Kingswell)
Success Has Many Flavours (HumbleDollar)
How to Invest in AI (RW)
Learning from the Cable Cowboy – John Malone (Masters Class)
MiB: Jaime Magyera, Head of U.
We’re about to enter the historically worst week of the year for US stocks (Sherwood)
This week’s best value investing news:
Intelligent Concentration: A Synopsis of Warren Buffett and Diversification (AlphaArchitect)
Beyond big tech: Why value stocks deserve a closer look (TRowePrice)
The Golden Age of Value Investing Is Over (Bloomberg)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Finding the Next Great Tech Compounders | John Tinsman (ER)
Looking Beyond the Numbers (Cassel)
Dan Rasmussen – Sacred Cow Slayer (Brewster)
Dana Anspach and Fritz Gilbert: ‘This Is What a Joyful Retirement Could Feel Like’ (Long View)
Barry Diller – Building An Entertainment Empire (ILTB)
Ed Stack: Lessons from Dick’s Sporting Goods [Outliers] (Parrish)
Jack Kokko – Building the Google of Finance at AlphaSense (CA)
Why most investors are looking in the wrong places – Frank Thornmann (EM)
Vladimir Novakovski – Lighter: The Orderbook for all of Ethereum (FWM)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
“Make Intel Great” Again?: A U.S. Sovereign Wealth Fund Creates a New Investment Paradigm (AllAboutAlpha)
A Golden Opportunity to Upgrade a 60/40? (Wes Gray)
Hiding in Plain Sight: Accounting for Capex (CFA)
This week’s best investing tweet:
This chart compares the performance of S&P 500 High Beta stocks ($SPHBI) versus Low Volatility stocks ($SPLVI) from 2006-2025, along with their relative performance ratio and momentum indicators.
High Beta stocks have outperformed Low Volatility stocks over this period.
The… pic.twitter.com/VCvKJ60boN
— Tobias Carlisle (@Greenbackd) September 25, 2025
This week’s best investing graphic:
Mapped: America’s Happiest States in 2025 (Visual Capitalist)
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