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The Infant Learner

Some stuff I read this week:

A. Market Research

MFP Market Report Card (MFP)
DSP Transcript (DSP)
What Do I Do With My Money? (DSP)
Market Breadth: Where Are We Today? (DS)

B. Entrepreneurial Diary

Ill-Liquidity Premium (RW)
What the hell is happening with Private Credit? (ED)
Private Credit’s AI Problem (YM)
We Have Learned Nothing (CL)
Your Biggest Risk Is Not Taking One (DF)

C. Successful Investing is Hard

Investing is Hard (YT)
Investing is Hard (BI)
How Hard is It To Pick Stocks? (IR)
Forgetting & Compounding (TR) (MFP)
Successful Investing is Hard (CS)
Why Investing Is Hard (YM)
Apple investors’ Mental Torture (OS)
The Subtle Art of Not Selling Stocks (CI)
The Most Expensive Mistake in Investing Is Free to Make (WL)

D. Retirement Is a Sprint, Not a Marathon

Six Types of Wealth (YM)
Retirement Is a Sprint, Not a Marathon (RM)
Good Health is Your Primary Retirement Goal (TS)
The Diet That Is Making You Miserable (RH)
PD Mangan on Reverse Ageing, Diet and Exercise (SN)
Capitalism has An Answer to All Your Problems (HI)
The Art of Maintaining a Life in a World Obsessed With Maximizing One (RF)

E. Personal Finance

The Paradox of Intelligence (LT)
An Asset-Liability Mismatch (CS)
Is Your Bank Locker Really Safe? What RBI Rules Actually Say (BN)
Unpacking The 3.5% Retirement Withdrawal Rule: A Simple Guide (SS)

F. Other Articles

Proximity to Money (WP)
One Risk After Another (BI)
Finding Monsters in the Desert (MC)
How To Identify Market Crash Like An Expert (JP)
Cost of Capital Trade or Energy Security Trade? (NR)
Soon It’ll Be Time to Panic. About Sulphur, Not Gas. (SD)
Watchlist: The Most Potent Weapon in the Investing Wargame (ZI)
The Study That Was Right About Everything — Except the Part Nobody Read (TR)
Investment Behavior Is a Design Problem, Not an Information Problem (CFA)

“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