Here’s a list of this week’s best investing reads:
A Random Watch Down Wall Street: Boiler Room (A Wealth of Common Sense)
The Rise and the Fall (Irrelevant Investor)
Writing and speaking publicly about stocks; Commitment bias; Listening to contrary opinions; Buffett’s mistake not selling Coca-Cola (Whitney Tilson)
The Danger of Judging Investment Metrics Based on Performance (Validea)
Buffett’s No Called Strikes (Novel Investor)
3 Reasons Why Some Companies Never Pay Dividends (Sure Dividend)
G.A.U.P – Growth At An Unreasonable Price (AM)
The Man Who Solved The Market (Barel Karsan)
Credit Suisse: Countdown to QE4? (Credit Suisse)
Beware These Investment Traps (Financial Bodyguard)
2020 Global Market Outlook: New Heroes Needed (Schwab)
Bitcoin and other crypto assets: what are they really? (EBI)
Tracking your dividend growth is just step 1 of investing with confidence (Dividend Guy)
Bonding With Bonds (HumbleDollar)
The Tablecloth to Napkin Financial Analysis Model (AM)
The Two Chinas (Intrinsic Investing)
My View on “Late Stage Capitalism” (Prag Cap)
Can US Continue To Outperform Global Equity Markets? (UPFINA)
A Framework for Regulating Competition on the Internet (Stratechery)
Why Stock Borrow Costs Matter (Shortsight)
10 Important Questions to Consider Before Investing in a Company (Behavioral Value Investor)
What Type of Investor Are You? (GuruFocus)
People have a hard time understanding inflation (Klement)
A Conversation on Rebalance Timing Luck (Flirting with Models)
Digging For Broken IPO’s (Howard Lindzon)
The Phantom Metric: What Really Drives US Equity Valuations? (Advisor Perspectives)
Paul Volcker dies – The champion of monetary pragmatism (Mark Rzepczynski)
The Intellectual Investor – The Intelligent Investor, Plus Creativity (AM)
Global Impact of Investor Home Country Bias (Alpha Architect)
Inflation Remains in a Coma in Major Economies, Frustrating Central Bankers (Dr Ed’s)
Nine Nuggets of Rock-Solid Advice for Retirement-Age Clients (CFA Institute)
How To Evaluate Smart Beta ETFs (FactorResearch)
Small Caps have been packing a punch, and that could be big for the market (Brinker)
This week’s best investing podcasts:
My Conversation With Annie Duke (All Star Charts)
How Nearly Two Decades Of Fed Policy Contributed To Bubbles, Busts, And A Boom In Debt (Odd Lots)
(Ep.41) Vitaliy Katsenelson – Value Intellect, Softbank, Telsa And Value (The Acquirers Podcast)
Buffett is Buying Energy and Retail: Should You? (Value Investor)
Ronald-Peter Stöeferle: We Are Still at the Beginning of a Big Bull Market for Gold (Palisade Radio)
Morningstar’s Kunal Kapoor, Storyteller in Chief(Take 15)
Kip McDaniel – How to Get an Allocator’s Attention (EP.115) (Capital Allocators)
Joe McLean – How to be a Pro’s Pro – [EP.143] (Invest Like The Best)
Mike Krieger (Know Your Risk Radio)
Growth and the Energy Transition with Vaclav Smil (Exponential ETFs)
Mounting Recession Signs: Prescient Economist David Rosenberg’s Warnings (WealthTrack)
Noam Chomsky: Language, Cognition, and Deep Learning (AI Podcast)
This week’s best investing graphic/video:
The Dramatic Rise and Fall of Cannabis Company Stocks (Visual Capitalist)
(Source: Visual Capitalist)
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