This week’s best investment news:
Mohnish Pabrai talk with CFA Society of Mexico (MP)
Ray Dalio: It starts with inflation (Link)
The MBA Indicator (TRUE)
Burry climbs back on gloomy prediction: ‘We haven’t hit rock bottom yet’ (Bloombergs)
How the Worst Market Timer in History Built a Fortune (CALIFORNIA)
Closing of the Terry Smith Emerging Trades Fund (Reuters)
How to read the labels Wall Street uses to rate stocks (Valid)
Tweedy, Browne: “Price Matters Again” (AP)
Alex Karp, CEO of Palantir, and Stanley Druckenmiller (palantir)
Billionaire investor Mario Gabelli explains why he’s looking to buy farm stocks (CNBC)
Tian Yang on the virtues of variant perception versus unconscious conformity (Felder)
Fed should not move interest rates from normal levels, says Nassim Taleb (CNBC)
We expect stocks to remain the asset of choice, says Oakmark’s Bill Nygren (CNBC)
Apple: Don’t panic, hang in there like Warren Buffett (HS)
Municipal bonds suddenly look cheap. Some are tax cheats (WSJ)
Bear Market Bounce or Stock Market Bottom? (GS)
Wall St falls to biggest loss in two years after CPI data (Reuters)
Are individual investors rational? Evidence of the NBA Top Shot Challenges (srn)
David Katz: Market Outlook for 2022 after Labor Day (Bloombergs)
The energy historian who says rapid decarbonization is a fantasy (Los Angeles Times)
Future market surprises will be positive, says Wharton’s Jeremy Siegel (CNBC)
it’s supposed to be hard (Morgan Housell)
Stock markets are not pricing in the next stage of the tightening cycle (water bridge)
What is Alpha? (Morning Star)
The First Totally Honest Stock Market Story (Barry Ritholz)
An economist studied popular financial advice. Some might be leading you astray (NPR)
September Views of the First Eagle Global Value Team (FAITH)
This week’s best value investing news:
Testing the patience of value investors (Larry Swedroe)
courage in disguise (raised walkway)
Investing in value in Japan has merits (Bloombergs)
This week’s fear and greed index:
This week’s best investing podcasts:
TIP475: Mastermind Q3 2022 with Tobias Carlisle (TIP)
Behind the memorandum: the illusion of knowledge (Howard Marks)
Episode #443: Kyle Bass on the Market, the Energy Crisis, and His New Big Bet for the Next Decade (Meb Faber)
Gabriel Leydon: How Web3 Onboards a Billion Users (Invest like the best)
New iPhone can’t make Apple stock shine (Morning Star)
The Dotcom 2.0 bubble has burst. What’s next? – Episode 163 (intellectual investor)
What to do at the acceptance stage of the tightening cycle (Actual Vision)
The cyclicality of Malthusianism (This week in Smart Investing)
Making Big Profits in Bear Markets (with Christian Putz) (Capital employed)
Talking Like Volcker, Channeling Burns (guests: Rob Arnott, Brent Kochuba) (market meeting)
Buffett indicator this week:
Overrated.
This week’s best investment research:
Brand Values and Long-Term Stock Performance (Alpha Architect)
The Fed’s ‘Testing Time’: Is This Where Trouble Will End? (AFC)
Yields Pack a punch (AllStarCharts)
This week’s best investment tweet:
This week’s best investment chart:
Animation: The Most Popular Websites By Web Traffic (1993-2022) (Visual Capitalist)
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