Forecast-free since 2005
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Personal finance links: hoarding points

PodcastsBrett McKay talks with Jared Dillian author of "No Worries: How to Live a Stress-Free Financial Life." (artofmanliness.com)Cameron Passmore and Benamin Felix talk with Scott Galloway author of "The Algebra of Wealth: A Simple Formula for Financial Security." (rationalreminder.libsyn.com)Barry Ritholtz talks with Larry Swedroe about the challenge...

Wed May 8, 2024 19:13
Tuesday links: the idea of escape

MarketsWhy TIPS are more attractive than nominal bonds at this point. (morningstar.com)Chinese stocks have badly underperformed for more than a decade. (sherwood.news)ETFsJust because somebody puts a strategy in an ETF wrapper doesn't mean you need to buy it. (rogersplanning.blogspot.com)Is there another class of investors able to push spot Bitcoin...

Tue May 7, 2024 23:01
Research links: top quartile funds

MomentumMomentum matters, but its complicated. (alphaarchitect.com)Institutional investors drive same-weekday momentum. (papers.ssrn.com)InstitutionalPrivate equity is ripe for disruption. (papers.ssrn.com)Institutional benchmark manipulation is real. (caia.org)HouseholdsDon't dismiss household subjective expectation surveys. (papers.ssrn.com)Individuals...

Tue May 7, 2024 18:58
Monday links: getting off track

MarketsWe are in the midst of a historic bond bear market. (awealthofcommonsense.com)The price of gold has gotten ahead of itself. (marketwatch.com)Charlie MungerCharlie Munger was constantly learning and "unlearning." (davisfunds.com)Why every investor would do well to have their own Charlie Munger. (alchemy.substack.com)FinanceThe 0DTE business is...

Mon May 6, 2024 22:48
Adviser links: mission and purpose

PodcastsBrendan Frazier talks with Emily Koochel about the difference between behavioral finance and financial psychology. (wiredplanning.com)Steve Chen talks with Jordan Hutchison, Vice President of Technology for RFG Advisory, about the evolving landscape of financial planning. (newretirement.com)Sam Parr talks with Taylor and 'Jane' about how to...

Mon May 6, 2024 18:45
Sunday links: overlooked downsides

MarketsStocks have stopped going up. (sherwood.news)CEO confidence is rising. (apolloacademy.com)StrategyIf you own every stock, it's harder to feel FOMO. (thefinancialbodyguard.com)How to make yourself miserable as an investor including 'Don’t change your mind.' (morningstar.com)Crafting negative financial narratives is easy. (securityanalysis.org)Berkshire...

Sun May 5, 2024 22:28

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