This week’s best investing news:
Berkshire Hathaway – Press Release – I’m Going Quiet (BH)
Berkshire Hathaway – Press Release – It’s Not Me (BH)
‘Big Short’ investor Michael Burry accuses AI hyperscalers of artificially boosting earnings (CNBC)
Cliss Asness Says Markets ‘Gives Me Some Nerves’ (Bloomberg)
Ray Dalio – Stimulating Into a Bubble (LinkedIn)
Cathis Wood – When Will Market Drawdowns Subside? (ARK)
Insights Live: The Liquid-Private Credit Convergence (OakTree)
Michael Mauboussin – The Most Powerful Investing Tool You Aren’t Using (ER)
Ken Fisher – Is There an AI Bubble? (Fisher)
A Golden Year (2025): Gold’s Price Surge – The Signal in the Noise! (Aswath)
“It’s A Desperate Market Out There” (Morris)
Investor ‘Greed’ Goes Off The Chart (Felder)
Goldman Sachs reminds us that the next decade of stock market returns is hard to predict (TKer)
We Don’t Bury our Dead (Miller)
The false security of consensus (Havenstein)
[Outliers] Charlie Munger and The Psychology of Human Misjudgement (Farnam)
MiB: Brandon Zick, CIO, Ceres Partners Farmland (MiB)
Certainty addiction in financial decision-making (Humble)
Ben Graham & Bull Market Brains (Carlson)
The Peter Bernstein Rule: Beware Empty Memory Banks (AP)
Patient Capital Q3 2025 Quarterly Webinar (PC)
Polen US Small-Mid Cap Growth Q3 2025 Commentary (Polen)
Third Avenue Value Fund Q3 2025 Commentary (TA)
November Views from First Eagle Global Value Team (FEIM)
This week’s best value investing news:
Berkshire Hathaway – Press Release – I’m Going Quiet (BH)
Value stocks rally as Dow tops 48,000 for first time. What does it mean for 2026? (MW)
Growth Vs. Value: Capturing Complementary Factor Exposure (SA)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
The case for and against an AI bubble – Alan Pullen | Magellan (EM)
The Most Powerful Investing Tool You Aren’t Using | Four Lessons from Michael Mauboussin (ER)
Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605 (Meb)
Wolfgang Hammer – The Power of Story (ILTB)
Episode 383: AMA #10 – Dollar cost averaging & mutual funds vs. ETFs (RR)
Phil Ordway on the Market Environment, Red Flags, Opportunities, and More (II)
The Value Perspective with David Iben (VP)
Today’s Market Is Different From Any One Before It (Stansberry)
Richard Brekka – From Venture to Secondaries: Richard Brekka on Illiquid Market Advantages (VIWL)
Ron Shaich: Lessons from Building Panera (Shane Parrish)
Alternative Investments: What They Do and Don’t Do for Your Retirement Plan (WealthTrack)
Jay Ripley – Emerging Manager Selection at GEM (EP.470) (CA)
This week’s Buffett Indicator:
Strongly Overvalued
This week’s best investing research:
Are U.S. Stocks Running Out of Steam? A Deep Dive into Valuations and Market Concentration (AlphaArchitect)
Educational Alpha: When GENIUS Act(s) (AllAboutAlpha)
Private Markets: Why Retail Investors Should Stay Away (CFA)
The current credit bezzle (DSGMV)
This week’s best investing tweet:
Last week the market achieved something last seen in 1999: the S&P 500 beat the S&P 500 Quality index by 11.5% over the prior six months. When this happened 26 years ago, the snapback was violent. pic.twitter.com/kCjtVo2xFt
— Jeff Weniger (@JeffWeniger) November 11, 2025
This week’s best investing graphic:
Ranked: The Brands That Lost the Most Value in 2025 (Visual Capitalist)
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