Category Archive

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

This week’s best investing news: Full recording of Berkshire Hathaway 2022 annual meeting (CNBC) EM Crisis Investing, a Deep(er) Dive (Verdad) Why Am I Reading This Now? 05.02.22 (Epsilon Theory) Markets Are At Risk Of Another Major Deleveraging Event (Felder Report) Buffett: Markets Becoming A “Gambling Parlor” (Validea) Ray Dalio Demystifies Debt (WTI) The power of … Read More

This week’s best investing news: Homeland Securities (Verdad) Lost Civilizations & Uncovered Ruins (Jamie Catherwood) Ignore That Gut (Humble Dollar) The Trouble For Big Tech Stocks In Two Charts (Felder Report) We’re Entering a Deleveraging Cycle (Epsilon Theory) David Einhorn Is Prepping Greenlight For The End Of The Bull Market (Forbes) JPMorgan Expects Earnings To Surpass … Read More

This week’s best investing news: Robber Barons, Hostile Takeovers & Insider Trading (Jamie Catherwood) Confidence (Verdad) Aswath Damodaran – The Problem With Old Time Value Investors (Elearnmarkets) Principles For Dealing With The CHANGING WORLD ORDER! (How To Prepare) (Lewis Howes) David Einhorn – Greenlight Capital Q1 2022 Letter (Greenlight) Let Others Despair … Read More

This week’s best investing news: Warren Buffett Interview – Charlie Rose (Charlie Rose) Mohnish Pabrai’s Q&A session with Doctors Investing Group (MP) Panic Series: 1907 (Jamie Catherwood) Heresy (Paul Graham) Risk-Reward in a Hiking Cycle (Verdad) Staying Put (Collaborative Fund) Four Experts Help Us Understand Inflation – And What It Means for Investors (Validea) … Read More

This week’s best investing news: What Now? Safe Assets, Correlations & Inflation (Jamie Catherwood) Jamie Dimon – Letter to Investors (JPM) Inflation & Lost Decades (Verdad) Howard Marks on Globalized Markets and the Impact of Russia’s Invasion of Ukraine (Wharton) The Fed Just Disengaged Its Volatility Suppression Machine (Felder) Cathie Wood – Why … Read More

This week’s best investing news: Howard Marks Memo – The Pendulum in International Affairs (OakTree) A Brief History of Economic Warfare (Jamie Catherwood) The Loan Engine (Verdad) The Secret Message In Buffett’s Newest Deals (Validea) Why You Should Look At Markets Like A Martian (Felder) Narrative and Metaverse, Pt. 3: The Luther Protocol (Epsilon Theory) So Much … Read More

This week’s best investing news: A History: War, Oil Prices, Inflation & Trade (Jamie Catherwood) Crypto’s Confusing New Landscape (Verdad) The Roundup: Top Takeaways From Oaktree’s Quarterly Letters – 1Q2022 (OakTree) Buybacks On Course To Hit Another Record (Validea) In Case You’re Wrong (Humble Dollar) Are The Bond Vigilantes Back? (Felder Report) Stanley Druckenmiller, Part 1: … Read More

This week’s best investing news: A History of Invasions, Wars & Markets (Jamie Catherwood) Low Expectations (Collaborative Fund) Is The Stock Market Starting To Discount An Earnings Recession? Part Deux (Felder Report) The Case For Buying Stocks Amidst Worries About War (Validea) The Crisis in Turkey (Verdad) Trading Sardines (Epsilon Theory) Drawdown Drawbacks (Humble Dollar) Selection Bias, Magazine … Read More

This week’s best investing news: Berkshire Hathaway Annual Letter 2022 (BH) A History of Invasions, Wars & Markets (Jamie Catherwood) Index Funds Will Change The World, But Not In A Good Way, Says Munger (Validea) Japan’s Economic Recovery (Verdad) Makes You Think (Collaborative Fund) Want To Win In The Markets? First Learn How To Lose … Read More

This week’s best investing news: Charlie Munger: 2022 Daily Journal Annual Meeting Transcript (Junto) Derivatives: Past, Present & Future (Jamie Catherwood) King Dollar (Verdad) Christopher Bloomstran: The Process Of Getting And Staying Rich In Investing Should Be Boring (AM) ChaChaCha! (Epsilon Theory) Due Diligence – Get On The Ground (Ian Cassel) Capital Follows … Read More