Weekly Investing Roundup – News, Podcasts, Interviews (09/11/2026)
Thursday, September 10, 2026 · Johnny Hopkins
This week’s best investing news:
Mohnish Pabrai: Three Investment Principles Learned Directly from Buffett (KI)
Ken Fisher – Should Investors Fear September? (Fisher)
Small Caps 2026: The Lottery and the Leftovers (Verdad)
Stanley Druckenmiller says US borrowing costs still ‘a little low’ despite surge in yields (FT)
GMO – 25 Years of Benchmark-Free Investing (GMO)
Chris Bloomstran’s Price-Quality Investing Framework (RWH)
The End of a Golden Era For Investors (Carlson)
Why the interest rate ‘bark’ has been worse than its ‘bite’ (TKer)
The price momentum of lottery tickets (Klement)
The Real Energy Crisis Has Yet To Arrive (Felder)
Tobi Lütke: AI Agents, Better Decisions, and the Future of Work (Farnam)
The $5,000 Thought Experiment (HD)
False Promises (Havenstein)
The Surprising Stocks Beating the Market in 2026 (Morningstar)
How to Lose Money on a Wonderful Business (Safal)
A Stock-Market Safe Haven Seen as ‘Canary in Coal Mine’ for Risk (Bloomberg)
MiB: Bill McNabb, Vanguard former Chairman and CEO (MiB)
First Eagle Investments: The Return of Real Assets (FEIM)
This week’s best value investing news:
Tuttle Calls Traditional Value Investing Dead (BK)
Growth vs value investing: How the two share strategies compare (NZ Herald)
Value Stocks Are Beating Growth in 2026 — and Three Tech Stalwarts Are Leading the Way (NAI)
This week’s Fear & Greed Index:
This week’s best investing podcasts:
Zigs, Zags, and Finding Micro Cap Winners with Ian Cassel (RCM)
Why Gold Stopped Being a Commodity (AllianceBernstein’s Inigo Fraser Jenkins) (Meb)
Ramin Nakisa: The 90/10 Portfolio Strategy Every Investor Should Know (Stansberry)
Walter Russell Mead – How America Keeps Winning (ILTB)
Volatility creates opportunity: Portfolio Changes (Rask)
The Benefit of the Doubt (MCC)
Barbara Trautlein: Bad Change Leadership Will Kill Good AI (Barron’s)
2026 Mid-Year MicroCap Review with Maj Soueidan, Tim Heitman and Mathieu Martin PMC)
Jared Diamond on Leaders, Luck, and Irreplaceability (CWT)
Tesla’s robotaxi reality check, One Nation’s Super proposal & what would you do for $750k? (EM)
This week’s Buffett Indicator:
Strongly Overvalued
BI
This week’s best investing research:
Factor Crash Risk: U.S. Momentum Factor (FR)
What Daily Stock Returns Tell Us About the Economy (AA)
How bad are the bond market returns? (DSGMV)
This week’s best investing tweet:
Short Thoughts – Cassandra in Flames?https://t.co/datefpoonB
In Flames Like a Phoenix; She Who has Fallen Shall Rise Again.https://t.co/fpfqz2QAYP $LULU #lululemon pic.twitter.com/h56Ug8Ru6w— Cassandra Unchained (@michaeljburry) September 4, 2026
This week’s best investing graphic:
Ranked: The Countries Using AI Tools the Most (VC)
