Weekend readings - 3 Jun'22 : Ed. 91
A compilation of few interesting, multi-disciplinary links from the internet
“If you buy a cheap stock when the market is high, it is a challenge because, if the market being high is followed by a general decline in prices, then for you to make money in your cheap stock, you have to swim against the tide. If you buy when the market is low, and that lowness is going to be corrected by a general inflation, and you buy your cheap stock, then you have the tailwind in your favor….I think it is unrealistic and maybe hubristic to say, ‘I don’t care about what is going on in the world. I know a cheap stock when I see one.’ If you don’t follow the pendulum and understand the cycle, then that implies that you always invest as much money as aggressively. That doesn’t make any sense to me. I have been around too long to think that a good investment is always equally good all the time regardless of the climate.” —Howard Marks
Section 1 - Investing & Personal Finance
What we should remember about Bear markets - By Joe wiggins [LINK]
How to weather this market storm - by Jason Zweig [LINK]
Section 2 - Economic Trends & Themes
The fight of our lives - by George Soros [LINK]
Why Fed didn’t rein in inflation earlier - by Ben Bernanke [LINK]
Odd Lots Podcast: Why Copper May Be One of the Tightest Markets The World Has Ever Seen [LINK]
Section 3 - Personality study & Development
Why we are missing a fine sense of humour? [LINK]
Section 4 - Business History & management
Why Global Supply Chains May Never Be the Same | A WSJ Documentary [LINK]
Section 5 - Reading & Entertainment
Everybody sounded like somebody – not KK [LINK]
How Netflix plans to bounce back from bad earning numbers [LINK]
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Now listening & Remembering KK :
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That's it for me. Have a great weekend ahead!
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