This week’s best investing news:

FII9: Bill Ackman – Founder & CEO, Pershing Square Capital Management (FII)

Berkshire Hathaway will start repurchasing its own shares (CNBC)

FUNDSMITH Annual Shareholders’ Meeting February 2026 (Fundsmith)

Hope Springs Eternal (Verdad)

Ray Dalio: I’ve studied 500 years of history and fear we’re entering the most dangerous phase of the ‘Big Cycle’ (Yahoo)

The stock market looks wild under the surface (Axios)

Pzena: For Bargains, Investors Should Look to Emerging Markets (Pzena)

Bill Nygren: So much of the VALUE today is in intangible assets (Fox)

Howard Marks on Unpredictablility, Importance and Investing in AI (Bloomberg)

Oil, Inflation, and Markets at Risk | Jim Chanos on the Golden Age of Fraud (Danny Moses)

If you only have time for one metric, make it this one (TKer)

Enron-like accounting games! (Havenstein)

The Return Of Stagflation (Felder)

[Outliers] Harrison McCain: How to Create Demand for Something Nobody Wants (Farnam)

When Luck Rises, Be Ready to Dig (HD)

Is Every Investment Instinct You Have Wrong? (Jake)

Significance > Success (CollabFund)

A Closer Look at Berkshire Hathaway’s 2026 Proxy Statement (Kingswell)

The Price of Risk: An Equity Risk Premium Monologue! (Aswath)

François Rochon: 2025 Year End Letter (Giverny)

MiB: Matt Cherwin, Co-Founder and Chief Investment Officer of Marek Capital (MiB)

This week’s best value investing news:

Year-End Letter for 2025: Deep Value (GMO)

PzenaPerspectives – The Value Stocks to Watch (Pzena)

How Value Investing Adds Value (VIS)

Co-Founder and CEO Sarah Ketterer reflects on 25 years of value investing at Causeway Capital (Causeway)

This week’s Fear & Greed Index:

This week’s best investing podcasts:

Think beyond dividends: Income options for all investors with Tom Wickenden (EM)

Beyond Mega Caps with John Petrides, Portfolio Manager at Tocqueville Asset Management (PMC)

The Tax Alpha Arms Race (w/ Wes Gray & Brent Sullivan) | #622 (Meb)

The War Markets Can’t Price | Jared Dillian on the Regime Change Investors Miss (ER)

Connor Teskey: The 90% Rule, AI Infrastructure, and the Future of Investing (TKP)

William Hockey – Building the Operating System for the Dollar and Silicon Valley Heresy (ILTB)

Kelly Gaur: Finding Non-Advisor Roles in Wealth Management | Next Gen (Barron’s)

WTT: When the Benchmark Becomes a Bet (CA)

The Economics of Scarcity and the UNC-Duke Basketball Game (with Michael Munger) (ET)

Raluca Filip, CFA: Helping Investors Navigate Risk, Volatility, and Second Thoughts (EI)

This week’s Buffett Indicator:

Strongly Overvalued

This week’s best investing research:

Unlocking Hidden Value: How Corporate Language Reveals the Future of Intangible Investment (AlphaArchitect)

Thermal Renaissance: Why Gas-Fired Generation is Infrastructure Again (AllAboutAlpha)

More on the Sharpe ratio – Look for its stability (DSGMV)

This week’s best investing tweet:

In light of market events, I am making this article free for the next 24 hours.

— Cassandra Unchained (@michaeljburry) March 12, 2026

This week’s best investing graphic:

U.S. States Winning and Losing Data Center Market Share (Visual Capitalist)