This week’s best investing news:
Howard Marks: Valuations right now are high, but not crazy (CNBC)
Bill Ackman – Evolving Investment Playbook, From MBIA to Moats (VIWL)
Howard Marks: The Best of . . . (OakTree)
Opposing Ideas (Verdad)
Ariel Chairman & Co-CEO John Rogers Talks Small Value Companies (Bloomberg)
Mario Gabelli: National Fuel Gas great way to play AI boom (CNBC)
Paul Tudor Jones on the AI Bubble Debate (Bloomberg)
Ray Dalio on Life, Debt & Global Crisis | Leaders with Francine Lacqua (Bloomberg)
Cliff Asness on Markets, Math, and Meaning (Patriot)
Berkshire’s Japanese stock positions top $30 billion (CNBC)
Most Investments are Actually Bad. Here’s Why. (Alden)
The US now accounts for 20 of the world’s 25 most valuable companies — Europe only has 1 (Sherwood)
Is This the Top? (Carlson)
MiB: Jurrien Timmer, Director of Global Macro at Fidelity Investments (MiB)
The most overrated achievement you hear about during earnings season (TKer)
Losing track of what the economy is (Havenstein)
[Outliers] Jim Clayton (Farnam)
Gold is the Ultimate Belief Asset (BI)
‘America Is Now One Big Bet On AI’ (Felder)
Uncommon Sense: Peter Lynch on Folly, Future Man, and Family (Kingswell)
Oakmark Fund Q3 2025 Letter (Oakmark)
Wedgewood Partners Third Quarter 2025 Client Letter: If You Build It, Will They Come? (Wedgewood)
Miller Value Partners Q3 2025 Commentary (Miller)
This week’s best value investing news:
Extreme Valuations & Durable Fundamentals: The Case for Small Caps Globally (Pzena)
Why Value Investing Managers Are Losing Relevance Fast (Forbes)
John Rogers: The Enduring Value Of Small And Midcap Investing (AM)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Howard Marks – 35 Years of Memos (OakTree)
Peter Mantas Returns (BB)
Eddy Elfenbein – OG Financial Blogger Turned ETF Manager (Meb)
Mike Pyle: Looking for Uncorrelated Sources of Return (Morningstar)
#52 The Traditionalist (Clapham)
The 100 Year Thinkers | Chris Mayer (ER)
Jay Rajamony – Beyond Factors (FWM)
How to Bottom Fish and Find Turnarounds (Stansberry)
AI Boom, U.S.–China Tensions, and Crypto Surprises (RV)
EP 226: From Numbers to Meaning When Building Your Retirement Plan (Lazaroff)
How Loftus Peak Keeps beating the Market (EM)
Tracy Britt Cool: The Turnaround Expert (KP)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Quantum Computing: Algorithms for Investors (AllAboutAlpha)
When the Machine Becomes the Portfolio Manager (AA)
6 Ways Longevity Is Transforming Investment Careers (CFA)
What is driving China stock market (DSGMV)
This week’s best investing tweet:
The orange dot (“Current”) sits well below the historical trendline, which suggests oil is unusually cheap in gold terms given current inventory levels.
The steep left side of the curve shows how quickly oil prices (in gold terms) can spike if inventories tighten, highlighting… https://t.co/wGCTtTUTuz
— Tobias Carlisle (@Greenbackd) October 16, 2025
This week’s best investing graphic:
Ranked: The World’s Most Innovative Companies of 2025 (Visual Capitalist)
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