This week's best investment news:
Howard Marks warns government: 'You can't keep us afloat forever' (Bloomberg)
Ray Dalio: Are we in a stock market bubble? (Linkin)
Crash course to ride the momentum (Verdad)
Bill Nygren: Why this is a really exciting time to be a value investor (CNBC)
Jim Kanos: Is Capitalism Dead by Short Selling? (Chicago Booth)
Interview with Chris Davis of Davis Advisors (VII)
Guy Speer: Why is India only rated BBB-? (GS)
Pretending to be forced (Rudy Havenstein)
Bridgewater alumnus Paul Podolsky talks Russia about the future of the world order (Bridewater)
Everything Old Is New: Timeless Lessons from the First Book on the Stock Market (Kingswell)
The friendship with Warren Buffett that led to a $1 billion donation (WSJ)
The foolish side of smart people (Collaboration Fund)
Funding (Stephen Clapham)
Why do real assets not work well as inflation hedges? (EP theory)
Will your 401(k) destroy capitalism? (WSJ)
Yesterday's Influence (Humbledol)
The US stock market is one of the least concentrated in the world (FT)
You're in danger, Will Robinson! (Felder)
Warren Buffett's disciple is looking for small businesses. She now has millions more to spend (WSJ)
Nvidia is now the great champion 7. Why it falls short (Barrons)
Yesterday's Influence (Humbledol)
Why investing is scary (and how to overcome it) (Darius)
Startup founders slam Google for removing Indian apps (Fortune)
It's Nvidia's stock market. You choose how to live (WSJ)
David Snyderman, Magnetar Capital (MiB)
Epic ignorance about the Magnificent Seven (Acadian)
Polen Capital Management: Investing in India – Cyclical or Structural Opportunities? (Polen)
This week's best value investing news:
Could value stocks finally outperform growth stocks in 2024? (IB)
3 timeless investing lessons from Warren Buffett's annual letter (Forbes)
U.S. value stocks attract bargain hunters as AI fever rages on (investing.com)
This week's Fear and Greed Index:
This week's best investing podcasts:
#189 Chris Davis: Three Generations of Wealth (KP)
Richard Sandler – The Indictment of Michael Milken (EP.372) (Capital Allocator)
7 takeaways from Buffett's letter, Reddit's IPO, and stock registration questions (Equity Mates)
#416 – Yann Lecun: Meta AI, Open Source, Limits of LLM, AGI, and the Future of AI (Lex Fridman)
The ultimate edge in investing (MicroCapClub)
Episode #523: Whitney Baker (Upside) on the Death of American Exceptionalism (Meb Faber)
Quick Drop: Wes Gray – Talking BOXX, Creating ETFs and More (Business Brew)
TIP612: Investing in Fear: Profiting from Maximum Pessimism with Lauren Templeton (TIP)
What Myths Tell Us About the AI Arms Race | Joshua Schlei (Hidden Forces)
Aravind Srinivas – Building Answer Engines (ILTB)
Values by Mark Walker (Vice President)
458- From Vault: Reverse Checklist (Invested)
SPY vs. VOO: Which of Warren Buffett's two ETFs is a better bet? (Morning Star)
This week's Buffett indicators:
overrated
This week's best investment research:
Let's reduce losses and make profits? (Alpha Architect)
Revolution and Risk: How to Pilot the AI Revolution (CFA)
Apple, Google, Tesla All Down (ASC)
Best investment tweets of the week:
Technology companies' revenue growth is slowing, but valuations are soaring pic.twitter.com/N7AYpCVcdG
— Dan Rasmussen (@verdadcap) March 7, 2024
This week's best investment graphics:
Wealth required to be in the top 1%, by country (Visual Capitalist)
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