Weekly Investing Roundup – News, Podcasts, Interviews (08/21/2026)

This week’s best investing news:

Bill Ackman Calls His New Fund’s Slumping Stock Price ‘Frankly Absurd’ (WSJ)

Greg Abel Broke Warren Buffett’s 14-Quarter Selling Streak. Here’s Where the Money Went (Yahoo)

Terry Smith – How Britain’s favourite fund manager lost his way – and billions of pounds (Telegraph)

Ray Dalio Says Today’s Artificial Intelligence (AI) Market Echoes 1929 and 2000. History Says Investors Should Watch Valuations Closely (Yahoo)

Now is a good time to buy into Qualcomm, says Matrix Asset’s David Katz (CNBC)

Berkshire Hathaway Lifts Lid on Q2 Stock Moves (Kingswell)

No-Man’s Land (IT)

A Temporary Coup De Grâce (Havenstein)

24 quick thoughts on the markets and the economy (TKer)

‘One Of The Nastiest Contractions In Liquidity In Recent Times’ (Felder)

Why we’re investing in Tomo (Collab Fund)

Update on NRP, Variable Dividends, Buybacks and Soda Ash (Huber)

The Art of Blowing Up (Novel)

Now THIS is a Bull Market (Carlson)

Ankur Crawford, Portfolio Manager, Alger Capital Appreciation (MiB)

Causeway Capital Management: A Software Company Does Not Profit on Code Alone (Causeway)

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This week’s best value investing news:

We Asked Value Legend Bob Robotti Why the Real AI Trade Isn’t AI — And Why Passive Helps Stock Pickers (ER)

Bill Nygren, Portfolio Manager and Co-CIO U.S. on value investing in the AI era (Oakmark)

Is Value Investing Dead (Morningstar)

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This week’s Fear & Greed Index:

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This week’s best investing podcasts:

Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money (ILTB)

Luke Gromen: The Bull Market That Loses You Money (Meb)

Jeff Ptak: The Simple Secret to Becoming a Better Investor (TLV)

S-Curve Framework for Identifying Early Growth with Shawn Behnam and Gabriel Etessami, Garden Capital Management (PMC)

Roblox CEO: How to Make Better Decisions by Fixing Yourself First (TKP)

Andrew Goldberg: Solving the Behavioral Mismatch in Private Markets (Barron’s)

Genevieve Hayman and Ryan Munson: What makes young investors different, and what do wealth managers need to know? (EI)

Not all income is created equal with Helen Mason (Schroders)

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This week’s Buffett Indicator:

Strongly Overvalued

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This week’s best investing research:

VIX and Trend Following Revisited: Nearly a Decade of Out-of-Sample Evidence (AA)

Big losses – big mistakes in finance from leverage (DSGMV)

Why Most Market Crash Predictions Are Useless (PAL)

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This week’s best investing tweet:

Well, you could have heard it first, months ago, 2025 even

Like compression’s threat now, to be covered in 2027 by @WSJ and @CNBC pic.twitter.com/Wdu49p3vvq

— Cassandra Unchained (@michaeljburry) August 17, 2026

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This week’s best investing graphic:

The World’s 30 Largest Companies by Revenue in 2026 (VC)