This week’s best investing news:
David Einhorn – Are markets getting wary on AI spending? (Morningstar)
Renowned Investor Bill Nygren’s Value Playbook For Today’s Markets and Trends (CFA)
Steve Romick – How to Earn Stock Market Returns With Half the Risk (The Compound)
GMO – Time to Take Another Look at Alternatives (GMO)
Berkshire Hathaway Inc. to Acquire OxyChem (BH)
Verdad Media Roundup (Verdad)
Jeffrey Gundlach: Big Shifts Ahead in Markets and Policy (DoubleLine)
David Herro: Forget market volatility, think longer term (Natixis)
Nassim Taleb: The Hedge That Could Save Your Money (Antifragile)
The Hidden Costs of Passive Investing (Morningstar)
MiB: Dmitry Balyasny, Founder/CIO Balyasny Asset Management (MiB)
The stock market valuation chart we want now but can’t have until 2035 (TKer)
[Outliers] Hetty Green: The Witch of Wall Street (Farnam Street)
The Luxury of Low Expectations: What We Gained by Having Less (HumbleDollar)
The Investment Themes That Are Outperforming AI (Morningstar)
‘Feelings Of Economic Vulnerability Can Foster Revolution’ (Felder)
Are Stocks in a Bubble? (Carson)
On Consistency and Simplicity (Morris)
The US Stock Market Has Been Exceptional, but One Region Made It Phenomenal (Morningstar)
The Weirdest Bubble Ever (Carlson)
This week’s best value investing news:
Interview with First Eagle Investments Co-Head of Global Value Investing Matt McLennan (ETF Central)
Value investing is dead. Long live value investing! (LiveWire)
Why Value ETFs Investing Could Be a Smart Move Right Now (Zacks)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (MicroCapClub)
A Practical Guide to Market Valuation with Ben Carlson (ER)
Hedgeye’s Keith McCullough on Market Opportunities and Risks (Meb)
Why International Small & Midcap Stocks Deserve Investor Attention (WeathTrack)
Compounders, Value Today, and Value Tomorrow with Balkar Sivia (Planet MicroCap)
Ep 473. What Happens to Stocks When the Fed Starts Cutting Rates? (FC)
Buy the AI Boom’s Quiet Beneficiaries (Stansberry)
Barry Diller: Building IAC (Parrish)
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (CA)
Winston Ma, CFA: Sovereign Wealth, AI Strategy, and the Future of Global Capital (EI)
Not just for boomers: The basics of bonds and fixed income – Adam Bowe | PIMCO (EM)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Strategic Asset Allocation: How to Implement Your Strategy (AllAboutAlpha)
Financial Selection and Investor Herding: Lessons from Evolutionary Biology (CFA)
The Problem with Buffer ETFs: Cap the Upside & Expose the Downside (AlphaArchitect)
This week’s best investing tweet:
I enjoyed reading @Greenbackd new book. It outlines Warren Buffett’s greatest investments through the lens/framing of Sun Tzu’s principles.
Here is an excerpt from the book. You will enjoy it.https://t.co/PWVbXQVTQL
— Ian Cassel (@iancassel) October 2, 2025
This week’s best investing graphic:
Mapped: Cumulative Global Inflation by Country (2020-2025) (Visual Capitalist)
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