Berkshire Hathaway10 questions for Warren Buffett including 'Berkshire’s stock buybacks have slowed in the past two years. Does that mean you are less enamored of Berkshire shares at current valuations?.' (barrons.com)How long will Ajit Jain stay in the lead of Berkshire's insurance business? (ft.com)Why it's difficult for Berkshire Hathaway ($BRK.A)...

BooksAn excerpt from “Rebellion: How Antiliberalism is Tearing America Apart — Again” by Robert Kagan. (wapo.st)A Q&A withJoseph Cox who is the author of "Dark Wire: The Incredible True Story of the Largest Sting Operation Ever." (semafor.com)An excerpt from "The Unexpected: Navigating Pregnancy During and After Complications" by Emily Oster and...

April 2024The S&P 500 lost 4.08% in April 2024. (on.spdji.com)How major asset classes performed in April 2024. (capitalspectator.com)Hedge funds are overexposed to momentum. (ft.com)StrategyCatalysts matter. Good luck identifying them. (behaviouralinvestment.com)How to think about debt. (collabfund.com)Markets have to clear. (fortunesandfrictions.com)CompaniesBerkshire...

PodcastsChristine Benz and Amy Arnott talk with Meir Statman author of "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance." (morningstar.com)Justin Carbonneau and Jack Forehand talk with Jared Dillian author of "No Worries: How to Live a Stress-Free Financial Life." (youtube.com)Peter Lazaroff talks with Sara Gelsheimer, Senior Wealth...

StrategyWiden your investing lens. (awealthofcommonsense.com)The best investors are running their own race. (klementoninvesting.substack.com)WalmartWalmart ($WMT) is launching a new in-house brand, 'bettergoods.' (axios.com)Walmart ($WMT) is getting out of the health clinic business. (retaildive.com)Eli LillyEli Lilly ($LLY) is selling a lot of weight...

Factor investingPortfolio construction matters when it comes to factor investing. (insights.finominal.com)Does machine learning improve on factor investing? (alphaarchitect.com)ResearchManaged futures returns are lumpy. (rcmalternatives.com)What valuations miss. (morganstanley.com)How much do valuations matter for multi-asset investing? (entrylevel.topdowncharts.com)How...