Welcome Friends, 

Here’s an assortment of posts shared this week on Trends with Friends. Let’s dive in…

HOWARD’S INVESTING READING LIST

Howard Lindzon shared an ultimate list of how to get started investing and how to be a better investor. He writes, 

My friend Brian Lund who has been a writer and investor for decades shared his favorite and timeless 20 books on investing/trading (A few of the books I helped write are included). Have a look and bookmark.

At the top of my newsletter I have a link to my favorite reads. Here is the link/list.

Way back in 2018 (I keep it updated), I posted ‘What I Read, What I Pay For, Who I Follow and How to Get Started Investing’ – here is that piece.

Here is my ONE PAGE BOOK on investing.

Read Lindzon’s latest here.

THIS WEEK IN AI

Michael Parekh reviews AI reasoning, robots, risk-on and more in this week’s AI Summary.

It’s a must read.

PUT THESE CHARTS ON YOUR WALL

Charlie Bilello curated charts challenging market participants’ beliefs of what’s possible in financial markets. He shares, 

Put these charts on your wall for reference the next time you think…

All-Time Highs Are a Sell Signal

Investment Returns Are Linear

Stocks Can’t Go Up When the Fed Is Shrinking Its Balance Sheet

An Inverted Yield Curve Is Bearish For Stocks

Mortgage Rates Must Go Down When The Fed Cuts Rates

The Housing Market Can’t Get Any More Unaffordable

See Charlie’s charts here.

STUDENTS OF THE MARKET

Larry Thompson is forever a “Student of the Market.” This week he shares his favorite books to help better himself as an investor. He writes, 

When it comes to the markets, you’re always the student.

The market itself is the teacher, and every day it offers lessons for those willing to observe and learn. Our goal is simple: to gain more insight today than we had yesterday into what the market is trying to teach us.

At 29, I often feel it’s presumptuous to call myself an “expert” in anything. Expertise, after all, is a journey, not a destination. My passion for the markets runs deep, and, if I’m honest, it borders on obsession. Over the past decade, I’ve invested thousands in market study materials (CMT/CPA), books, and data tools. And yet, every day, I’m humbled by the lessons the market continues to teach me.

Today’s post is for those who share this obsession—those driven to grow, learn, and develop their craft. None of us are masters; we’re all humble students of the markets, constantly striving to improve.

To help you on this journey, I’ve pulled some of the hard-copy books I’ve enjoyed over the years.

Dive in, stay curious, and embrace the endless lessons the market has to offer.

NEW YORK DINNER PARTIES

Ted Merz reflects on the rise of dinner parties amongst young people in New York City. Merz mentions, 

We are in the midst of a loneliness epidemic. Half the country says they struggle with it and 12% of Americans say they don’t have a single friend.

One response in New York – especially among younger people — has been to organize dinner parties.

These are nothing like dinners my parents hosted when I was young. Those involved the same close friends every month, usually at home.

The modern version assembles people with common interests who don’t know each other. They meet in restaurants. Everyone pays for themselves.

Last week, Jacklyn Dallas, a tech YouTuber, invited me to join a dozen people at a restaurant in Little Italy. 

It was the December meetup of Founders Dinner Club, something she invented to connect people who are “interesting, ambitious, and kind.”

Each month she assembles an entrepreneurial group. Most work in tech, media, finance and the attention economy. Some are close friends, others people she barely knows.

She invites some people directly, but also posts open invitations on social media for anyone to apply. 

The use of social media is probably the most Gen Z element. It’s hard to imagine many Gen Xers doing that.

There is an energy to the meetings because:

• Most of the people don’t know each other 

• People have diverse interests

• There’s no set agenda 

• There’s an age gap

Read Ted’s full post here.

PODCAST LINKS

Tadas Viskanta curated podcast links on Surprising Trends. Here’s a sneak peek, 

THE WEEKEND RIP

And in case you missed it… Ben and Emil reflect on 2024 discussing retail trends, the market’s biggest winners and preview predictions for 2025. 

You don’t want to miss this.

GET IN TOUCH

If you share insight on the market and would like to contribute to Trends with Friends, send us an email.

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