This Week’s Best Investing Articles, Research, Podcasts 8/14/2020

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Here’s a list of this week’s best investing reads: Speculation & Innovation (Jamie Catherwood) Expiring vs. Permanent Skills (Collaborative Fund) Duration as Leverage (Verdad) The Most Counterintuitive Recession Ever (A Wealth of Common Sense) This Is What ‘Fiscal Dominance’ Looks Like (Felder Report) Beloved Country. Unloved Hedge (Vitaliy Katsenelson) Bye Bye, New York (The Irrelevant Investor) … Read More

This Week’s Best Investing Articles, Research, Podcasts 7/31/2020

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Here’s a list of this week’s best investing reads: The Grifters, chapter 1 – Kodak (Epsilon Theory) The Four Quadrants of Conformism (Paul Graham) Sad State (Reformed Broker) The Ugly Scramble (Collaborative Fund) Seth Klarman Says Fed Is Infantilizing Investors in ‘Surreal’ Market (Bloomberg) Corp Governance “Dark Arts”: Part 5 (Non-GAAP) Stranger Things (Verdad) Financial Contraptions … Read More

This Week’s Best Investing Articles, Research, Podcasts 7/10/2020

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Here’s a list of this week’s best investing reads: Explaining the 2020 Stock Market (A Wealth of Common Sense) An American History (Jamie Catherwood) Lots of Things Happening At Once (Collaborative Fund) Growth’s Edge Over Value May Finally Be Nearing Its End (Barron’s) Up and Down (The Irrelevant Investor) Will Deficit Spending Lead to Inflation? … Read More

This Week’s Best Investing Articles, Research, Podcasts 5/22/2020

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Here’s a list of this week’s best investing reads: The Three Sides of Risk (Collaborative Fund) Mental Models For a Pandemic (Farnam Street) Netflix: Cooked? (behindthebalancesheet) Inequality Everywhere You Look (A Wealth of Common Sense) How Sectors are Driving Value and Growth (The Irrelevant Investor) Three things you can’t do in this world (The Reformed … Read More

This Week’s Best Investing Articles, Research, Podcasts 5/1/2020

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Here’s a list of this week’s best investing reads: Making Sense of a Stock Market That Doesn’t Make Any Sense (A Wealth of Common Sense) When You Have No Idea What Happens Next (Collaborative Fund) Thomas Kaplan, an Investor in Novagold (csinvesting) United States Corona Corps (Scott Galloway) Unintended Consequences (The Irrelevant Investor) When Buffet was … Read More