Category Archive

This week’s best investing news: Howard Marks on Top Misconceptions About Private Credit (OakTree) Are Investors Staring Down Another ‘Lost Decade’ In The Stock Market? (Felder) The Case For “Doing Nothing” In Volatile Times (Validea) Do MBAs Want To Be Billionaires? (Verdad) NYU Stern School of Business Professor of Finance … Read More

This week’s best investing news: Mohnish Pabrai’s Talk with CFA Society of Mexico (MP) Ray Dalio: It Starts With Inflation (LinkIn) The MBA Indicator (Verdad) Burry Re-Ups on Gloomy Prediction: ‘We Have Not Hit Bottom Yet’ (Bloomberg) How the Worst Market Timer in History Built a Fortune (CA) Terry Smith’s … Read More

This week’s best investing news: Howard Marks Memo: The Illusion of Knowledge (OakTree) Pandemic, Recession, Roaring Twenties… Repeat? (Jamie Catherwood) Billionaire investor Bill Ackman: The Fed has to raise rates to 4% or more (CNBC) Warren Buffett’s Berkshire Offloads More Shares in Chinese EV Giant BYD (Yahoo) How to Invest (Verdad) … Read More

This week’s best investing news: Abandoning Diversification (Verdad) We Just Can’t Help It (Jamie Catherwood) Howard Marks & Andrew Marks: Something of Value (Acquired) September Is The Worst Month For Stocks (Validea) Mohnish Pabrai: Getting Traction Without Funding (MP) The Great Disorder (Rudy Havenstein) Warren Buffett is turning 92 today, … Read More

This week’s best investing news: How the Drivers of Market Returns Evolved (Jamie Catherwood) The Size Factor (Verdad) Buffett’s Berkshire Hathaway Seeks to Buy as Much as 50% of Occidental (Yahoo) Edward Chancellor On What History Can Teach Us About The True Cost Of Easy Money (Felder) Hedge-Fund Pioneer Julian Robertson Jr. Dies … Read More

This week’s best investing news: Michael Burry’s Hedge Fund Added One Stock And Dumped All the Rest (Yahoo) Emerging Market Cycles (Verdad) Much Wow (Rudy Havenstein) Warren Buffett’s Berkshire Hathaway Keeps Spending Through Volatile Markets (WSJ) Tit For Tat (Farnam Street) Jim Rogers just issued a serious warning to crypto investors (Yahoo) … Read More

This week’s best investing news: Legendary investor Howard Marks on markets, economy and carried interest (CNBC) Berkshire Hathaway Q2 2022 Report (BH) Betting Against Expensive Junk (Verdad) Michael Burry of ‘Big Short’ Fame Says ‘Silliness’ in Markets Is Back (Bloomberg) Zero inflation last month! (Rudy Havenstein) The US-China Tit-For-Tat Escalations Are Very … Read More

This week’s best investing news: The Unknown History of U.S. Trade Surveillance (Investor Amnesia) Drawdowns and Rallies (Verdad) Changing World Order with Ray Dalio (Tony Robbins) Warren Buffett has another reason to hate Robinhood (CNN) Those who remember history are condemned by those who repeat it (Rudy Havenstein) Bill Ackman: Inflation is the … Read More

This week’s best investing news: Howard Marks Memo – I Beg to Differ (OakTree) Currency Crashes in Emerging Markets (Verdad) Is Twitter run by the worst people? (Rudy Havenstein) Mohnish Pabrai on Learning from Mistakes and Reinventing Yourself (The One Percent Show) Breaking Down A Tesla (Collaborative Fund) Howard Marks on Warren Buffet, … Read More

This week’s best investing news: Why History Matters (Jamie Catherwood) What to Buy First Redux (Verdad) Retail Investors’ Appetite For Speculation Appears Insatiable (Felder) Bridging The Gap Between Investor & Investment Returns (Validea) ¡Peak bearishness, amigos! (Rudy Havenstein) Cathie Wood’s ARK to Close Transparency ETF (WSJ) Little Ways The World Works (Collaborative Fund) ‘Recession Man’: Burry’s … Read More

This week’s best investing news: Corporate Battles & Business Tycoons (Jamie Catherwood) The Anxious Investor (Verdad) Falling Like a Brick (Humble Dollar) Bill Ackman Presentation July 13, 2022 (Pershing) SOS: A New Fund and a Call to Action (Collaborative Fund) Revealed: Charlie Munger’s best investment tips (AFR) When Bubbles Go Bust (Felder) Mohnish Pabrai’s Q&A … Read More

This week’s best investing news: Who Owns Sovereign Debt (Verdad) Buy and Hodl (Humble Dollar) Lifestyles (Collaborative Fund) If Inflation Doesn’t Rapidly Dissipate, Gold Prices Will Prove Dramatically Undervalued (Felder) One Narrative To Rule Them All (Epsilon Theory) Michael Burry Thinks We May Be About Halfway Through Market Fall (Bloomberg) The models are wrong (Rudy … Read More

This week’s best investing news: Short-term momentum and reversals (Verdad) Howard Marks, Talks At Goldman Sachs (GS) Fear Is Missing From This Bear Market (Validea) Wealth vs. Getting Wealthier (Collaborative Fund) How to Succeed as a Sell Side Trader (Epsilon Theory) When The Smart Money Says ‘Sold To You’, Part Deux (Felder Report) What’s Wrong, … Read More

This week’s best investing news: Howard Marks: Conversation at Panmure House (OakTree) High Yield, High Volatility (Verdad) Why famed hedge-fund manager David Einhorn recently issued a bullish call on gold (G&M) Six Things That Might Go Right (Validea) Mega Questions | Ray Dalio (Charlie Rose) Weimar, War, and the Narrative of Central Bank Omnipotence … Read More

This week’s best investing news: Accosting Transactions (Verdad) Bargain Hunting After The Growth Spurt (Validea) Fiscal Histories (Grumpy Economist) Too Far (Collaborative Fund) Stocks on Sale (Humble Dollar) Markets Have Bought The Fed’s Transitory Narrative Hook, Line And Sinker, Part Deux (Felder) Seth Klarman: Opportunities and Pitfalls for investors in 2022 (Harvard Business School) It’s not a … Read More

This week’s best investing news: Lessons for Crypto from The Gilded Age (Jamie Catherwood) Where the Money Is (Verdad) The Federal Reserve, explained simply. (Havenstein) ARKK Stocks Sunk (Vitaliy Katsenelson) Inflation And The $64(0),000 Question (Felder) Six Charts to Help Understand Stock Valuations in the Wake of This Year’s Decline (Validea) Once In A Lifetime (Collaborative Fund) … Read More

This week’s best investing news: My Greatest Investment (Jamie Catherwood) Managing Risk When Credit Spreads Rise (Verdad) Weathering The Stock Market Storm (Validea) Different Kinds of BS (Collaborative Fund) Are Big Tech Stocks Following In The Footsteps Of Their Chinese Counterparts? Part Deux (Felder Report) IQ Isn’t Enough (Humble Dollar) What is Reversion to the Mean and … Read More

This week’s best investing news: Howard Marks Memo – Bull Market Rhymes (Oaktree) Perpetual Motion Machines, Finance & Fraud (Jamie Catherwood) Growth Stocks: Have They Bottomed? (Validea) Private Equity: Still Overrated and Overvalued? (Verdad) Seems Like Old Times (Epsilon Theory) Close but No Cigar (Humble Dollar) Michael Burry says Warren Buffett is unique — and … Read More

This week’s best investing news: Crisis Investing in Europe (Verdad) Investing’s Four Horsemen (Validea) Trying Too Hard (Collaborative Value) The MacGuffin, Part 1 (Epsilon Theory) Aging Badly (Humble Dollar) Why Is Inflation So High Right Now? 6 Reasons (Vitaliy Katsenelson) David Tepper Covers His Short Bets (WTI) An Epic Set Of ‘Alligator Jaws,’ Part Deux (Felder) Howard Marks: … Read More

This week’s best investing news: Deflating Narratives & A Diet of Cheap Money (Jamie Catherwood) The Fed & the Bond Market (Verdad) A Few Beliefs (Collaborative Fund) The Most Important Trading Decision (Epsilon Theory) Ray Dalio: An Update from Our CIOs: What Was Coming Is Now Upon Us (Bridgewater) Graham & Doddsville Newsletter Spring … Read More