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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
What’s Going on? (KS)
Stubborn Market Myths (DSP)
Global Macro Outlook 2026 (PT)
2026: Expect a Very Uneven World Economic Downturn (OW)

B. Entrepreneurial Diary

Showing Up (DJ)
What CEOs Are and Aren’t (PR)
The Leaf Leafs Anyway (DD) (LT)
A Few Things I’m Pretty Sure About (CF)

C. Avoid Chasing Performance

Buy High, Sell Low, Repeat Until Broke (DB)
Hot Funds Look Great — Until They’re Not (EI)
The Latest Edition of FI Wealth Conversations (FI) (AK)
The Blind Men and the Mutual Fund! (FF)
“Best Mutual Fund” — Thousands of People Owe it to These Three Words (SN)
Mutual Fund Managers Are Wrong More Than They’re Right (MS)
Why Recent Returns Could be a Risky Guide to Mutual Fund Investing (LM)

D. Personal Finance

It Happened Again (CS)
Thick Desires Are Transformative (TS)
The Hidden Lever: Position Sizing and Capital Protection (L2)
Rebalance When You Can, Not When You’re on Tilt (PC)
The Case for an All-Weather Approach (RM)
Casualness Trap – Why Some People Never Build Wealth (JI1) (JI2)
The 10 Eternally True Steps to Financial Freedom (MC)
5 Money Mistakes to Avoid According to Scott Galloway (TS)

E. Other Articles

The Long Echo (SN)
Threats to a business (AJ)
Ten Questions for 2026 (ZD)
Fog Ahead & Low Visibility (SA)
Shakespeare’s Investments (AI)
6 Surprises From 2025 (CS)
2026 Market Forecast (FF)
How Good Were Your 2025 Financial Market Forecasts? (BI)
8 Lessons for Investors From Market Turbulence in 2025 (MS)

“I read everything: annual reports, 10k’s, 10q’s, biographies, histories, five newspapers a day. On airplanes, I read the instructions on the backs of seats. Reading is key. Reading has made me rich over time” – Warren Buffett

“I constantly see people rise in life who are not the smartest, sometimes not even the most diligent, but they are learning machines. They go to bed every night a little wiser than they were when they got up and boy does that help, particularly when you have a long run ahead of you” – Charlie Munger

You have to apply yourself each day to becoming a little better. By applying yourself to the task of becoming a little better each and every day over a period of time, you will become a lot better”-  Carol Dweck