AKG's Weekend Readings Bulletin

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Weekend readings - 3 Jun'22 : Ed. 91

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Weekend readings - 3 Jun'22 : Ed. 91

A compilation of few interesting, multi-disciplinary links from the internet

Jun 3, 2022
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Weekend readings - 3 Jun'22 : Ed. 91

amitgupta.substack.com

“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 : ​​

Subscribe (free) to #AKGweeklycharts here [released every Monday morning]

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That's it for me. Have a great weekend ahead!

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The content of this newsletter is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment, or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information set forth on this newsletter unless mentioned explicitly. The writer may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated on this newsletter

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Weekend readings - 3 Jun'22 : Ed. 91

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