This week’s best investing news:

Warren Buffett: Cash is necessary ‘like oxygen’—but it’s ‘not a good asset’ (CNBC)

JPMorgan’s Dimon on Iran War, Inflation, Credit Cycles (Bloomberg)

Ariel’s John Rogers on the economy and investing (DM)

When the Upside Is Thin, Upgrade the Carry (GMO)

What Higher Oil Volatility Means for Equity Markets (Verdad)

David Einhorn – Greenlight Re (GLRE) Earnings Call Transcript (G&M)

Pzena Investment Management: Pzena U.S. Large Cap vs passive (Pzena)

Hype vs. High Conviction (GMO)

How to Use Money Market Funds in Your Portfolio (Morningstar)

Should You Invest in Semiliquid Funds? It Depends on Your ‘Why’ (Morningstar)

Connor Teskey: Inside Brookfield’s Culture, Capital Allocation, and Competitive Edge (Farnam)

What I got wrong about the post-Global Financial Crisis recovery (TKer)

‘The Biggest Bagholder Operation In History’ (Felder)

When low beta stocks stop working (Klement)

“Trying To Be Realistic” (TSOH)

Avoid Tax Derangement Syndrome (White Coat)

Why I Own Gold Bars (HD)

Why Is It So Hard to Predict Financial Markets? (BI)

The Value of Bad News (Chart Kid)

I must not think bad thoughts. (Havenstein)

MiB: Ed Perks, Chief Investment Officer, Franklin Income Investors / President, Franklin Advisers (MiB)

The 60/40 Portfolio vs. The Bucket Strategy (TRM)

March Views from First Eagle Global Value Team (FEIM)

Polen Capital Podcast – A conversation with Drew Cupps, Head of Team & Portfolio Manager  (Polen)

This week’s best value investing news:

Value investing means buying what others avoid (TradingView)

Why Barclays strategists prefer U.S. value stocks (investing.com)

True Value: Looking Through The Value Rotation Illusion (RIA)

This week’s Fear & Greed Index:

This week’s best investing podcasts:

Analyzing the Decision Making of the World’s Best Investors (MCC)

Staying Objective with Artem Fokin, Founder and Portfolio Manager at Caro-Kann Capital (PMC)

Jacob Shapiro – A “Geopolitical Cousin” Joins the Show (Brewster)

Inside Goldman Sachs’ Alternatives Playbook (w/ Kristin Olson) (Meb)

Finding Compounders in the Age of AI | Joseph Shaposhnik (ER)

[Outliers] J.W. Marriott: Building an Empire Without a Master Plan (TKP)

Shyam Sankar – Celebrating Heretics (ILTB)

What an AI-Powered Future Could Look Like with Alex Pollak (EM)

This week’s Buffett Indicator:

Strongly Overvalued

This week’s best investing research:

The Best Defensive Strategies: Two Centuries of Evidence (AlphaArchitect)

Investment Behavior Is a Design Problem, Not an Information Problem (CFA)

Uncertainty about signals and price impact (DSGMV)

This week’s best investing tweet:

$NVDA $PLTR $TSLA Actual cash Stock-Based Compensation costs are much higher than GAAP SBC expense. This is not because the employees’ shares went up in value. The shares were not yet in employees’ hands.

— Cassandra Unchained (@michaeljburry) March 5, 2026

This week’s best investing graphic:

Ranked: The Brands That Lost the Most Value Last Year (Visual Capitalist)