Forecast-free since 2005
14 followers 14 articles/week
Longform links: thinning out the middle class

BooksAn excerpt from "Filterworld: How Algorithms Flattened Culture" by Kyle Chayka. (behavioralscientist.org)A profile of Jim VandeHei, author of "Just the Good Stuff: No-BS Secrets to Success." (washingtonpost.com)An excerpt from "Sovereign: Reclaim Your Freedom, Energy and Power in a Time of Distraction, Uncertainty, and Chaos" by Emma Seppala. (thequietlife.net)An...

Thu May 23, 2024 17:38
Wednesday links: reviewing performance

MarketsSigns of strength across the globe. (allstarcharts.com)High yield bond spreads are at sub-3%. (wsj.com)The VIX is at its lowest level since pre-pandemic. (x.com)StrategyUnder what conditions do stock market crashes more likely to happen? (spilledcoffee.co)Are permabears and permabulls two sides of the same coin? (priceactionlab.com)CompaniesNvidia...

Wed May 22, 2024 21:50
Personal finance links: a fresh chance

PodcastsThomas Kopelman and Jacob Turner talk with Abby Davisson about making big life decisions. (podcasts.apple.com)Barry Ritholtz talks with Jan van Eck about sectors going in and out of style. (ritholtz.com)Steve Chen talks with Robert Brokamp about retirement planning and purpose. (newretirement.com)RetirementDon't let too risky a portfolio ruin...

Wed May 22, 2024 17:54
Tuesday links: more natural than typing

MarketsThe stock market is not rigged against the little guy. (awealthofcommonsense.com)Should stock market investors care about the coming election? (ofdollarsanddata.com)Why don't more people engage in probabilistic thinking? (behaviouralinvestment.com)Why does gold still have a hold on us? (unherd.com)MicrosoftWindows had to die so Microsoft ($MSFT)...

Tue May 21, 2024 22:07
Research links: financial charlatans

DebtHow do private debt funds perform, post-fees and properly adjusted for risk? (papers.ssrn.com)Are 'fallen angels' still an opportunity? (morningstar.com)RetailA look at the performance of Seeking Alpha stock recommendations. (alphaarchitect.com)Don't discount the impact of stock market memes. (papers.ssrn.com)Retail traders pay attention to analyst...

Tue May 21, 2024 18:10
Monday links: obviously overpriced securities

StrategyOptions are a tool. Use them accordingly. (fortunesandfrictions.com)Why finance professionals should take less equity market risk. (rogersplanning.blogspot.com)11 investing principles from Bill Miller including how to avoid value traps. (investmenttalk.co)Financial mediaSam Ro's favorite free finance newsletters. (tker.co)The 18 best investing...

Mon May 20, 2024 22:23

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