Weekend Reading – 10 bad takes on this market, including 5 Stocks Driving It
Weekend Reading is a collection of Investment Research and Lifestyle topics from all corners of the Web.We source the highest quality insights from Wall Street and Main Street that you may apply to your investment process. Unlike the rest of Bankeronwheels.com, this series is provided without additional guidance. As usual, everything is to be used at your own risk. Below is the type of content we shortlist.
Invest Wisely section is dedicated to research on how to invest for the Long Run using Passive Investment Strategies. Read Topics related to (i) Portfolio Construction and Asset Allocation (ii) Acting wisely by avoiding behavioural traps and also (iii) publications that help understand how financial markets work.
Active Investing section relates to improving your knowledge about active investing. If you decide to sin, then sin only a little. Given ample evidence, combined active bets should be ideally a relatively small fraction of your portfolio. This section also includes Sustainable Investing. You can invest in a Socially Responsible way, but there are many ESG traps. Learn how to invest sustainably, and what it means for expected returns, with our definitive guide to sustainable investing.
Personal Finance section is dedicated to UK and European Products. It can also touch on other European jurisdictions outside the Euro-zone.
- Recommeded Reading
- Youtube (Required watch time)
- Podcast (Listening Time)
- Academic Research - May require intermediate/advanced knowledge
- Noteworthy Twitter Thread
Don't limit investing to the financial world. Invest something of yourself, and you will be richly rewarded
INVEST WISELY
CONSTRUCT YOUR PORTFOLIO
David Blanchett, Head of Retirement Research for PGIM DC Solutions, talks about regret in portfolio construction, optimal retirement income strategies, retirement tools, retirement planning, compensation models in the industry, risk exposures, and portfolios. Next, there is a high-level overview of some of the fascinating work that David has done on home-country bias.
HOW TO INVEST
Investment Mistakes Even Smart Investors Make and How to Avoid Them (Book Review) (Bankeronwheels.com)
Einstein once said that common sense is the collection of prejudices acquired by the age of eighteen. Similarly, much of what is conventional wisdom on investing is wrong. Most people can get by just fine without knowing anything about, say, rocket science. It is substantially more difficult to get through life without being knowledgeable about finances. Today’s let’s have a look at a book that helps create investors that are more likely to achieve their goals.
UNDERSTAND FINANCIAL MARKETS
- 10 bad takes on this market (Ritholtz)
- Why are large companies so dominant? (Joachim Klement)
- 96% of YTD S&P 500 return contribution from 10 largest constituents (Nate Geraci)
- Are we headed for a massive bout of deflation? (Bond Vigilantes)
- Deflation vs Disinflation: Whats the difference? (Morningstar)
- Long Time Coming - Economic Cycles of the very long term nature (Humble Dollar)
ACTIVE INVESTING
FACTOR & Thematic investing
STOCKS
ALTERNATIVE ASSET CLASSES
- Democratizing Private Equity (Meb Faber - 1 hr 8 min)
- The Hidden Cost of Covered Call Writing (CAIA Association)
- What Is Bitcoin Worth? (Morningstar)
- In conversation with an non crypto prop trader painting similarities from a research, operations and risk management perspective (Flirting With Models - 1 hr)
WALL STREET
The Dyslexic Man Who Built a $7 Trillion empire - The Charles Schwab Story (FinAIus - 30 Min )
Witness the tale of Charles Schwab: a boy faced with dyslexia and a humble upbringing, who persevered through adversity to build one of the largest financial empires in history, showing the world that limitations are merely stepping stones to greatness.
SUSTAINABLE investing
crypto
BAD BETS
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PERSONAL FINANCE
Wealth Management
- Financial Considerations for People Who Have Enough (Morningstar - 52 min)
- Tips to successfully transfer your wealth (Vanguard)
- 14 Financial Milestones Worth Celebrating (Whitecoat Investor)
- Cicero: Why Frugality is The Root of Riches (Darius Foroux)
- A Simple Framework for Wealth (Neckar)
- Personal finance mistakes you're probably making (Prof. James J. Choi)
- An emergency fund in practice (Money Talks)
In this episode, Carl Richards, a Certified Financial Planner and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010 discusses How investors fall victim to the behaviour gap and what it means to do real financial planning & The best way to avoid “The Big Mistake”.
FINANCIAL PRODUCTS
Invest Your Way to Financial Freedom (Book Review) (Bankeronwheels.com)
Great books on money management and financial freedom investing are hard to find, especially ones with no ulterior motive. That’s why Invest Your Way to Financial Freedom by Ben Carlson and Robin Powell is an exciting addition to the UK Personal Finance space. The authors, both professionals in the field with decades of investing experience, explain the concepts of good financial habits clearly and concisely, so that even complete beginners can follow. Let’s have a closer look at the book and whom it might benefit the most.
COST OF LIVING
OUR Community
Question of the week
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DESIGN YOUR LIFESTYLE
Personal Development
David Eagleman is a neuroscientist, New York Times bestselling author, TED speaker, and Guggenheim Fellow. He is the writer and presenter of the Emmy-nominated series The Brain on PBS, as well as the podcast Inner Cosmos with David Eagleman. In this podcast, he talks productivity, dreaming, improving hearing with a wristband, stretching time with novelty and much more.
Health & Wellness
CAREERS & REMOTE WORK
EARLY RETIREMENT
Travel
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As of 29/03/2024, Interactive Brokers offers rates up to 4.738% (GBP), 3.445% (EUR) and 4.83% (USD) on cash.
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As of 29/03/2024, Interactive Brokers offers rates up to 4.738% (GBP), 3.445% (EUR) and 4.83% (USD) on cash.
TECH
In this episode, University of Florida Professor of Finance Alejandro Lopez-Lira, who worked extensively with this new technology and recently authored the paper “Can ChatGPT Forecast Stock Price Movements? Return Predictability and Large Language Models” discusses how ChatGPT works, its potential future impact on investing.
From Bankeronwheels.com
Get Wise The Most Relevant Independent Weekly Insights For Individual Investors In Europe & the UK
Liked the quality of our guides? There is more. Every week we release new guides, tools and compile the best insights from all corners of the web related to investing, early retirement & lifestyle along with exclusive articles, and way more. Probably the best newsletter for Individual Investors in Europe and the UK. Try it. Feel free to unsubscribe at any time.
🎁 In the first email, you can download a FREE comprehensive 2-page checklist to construct & monitor your portfolio and clean up your personal finances.
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Thank you for reading.
Good Luck & keep’em* rolling!
(* Wheels & Dividends)
Good Luck and Keep’em* Rolling!
(* Wheels & Dividends)
Banker’s Paradise: Two Easy Ways To Fool Investors
Slashing FX costs! In which currency should I buy ETFs?
Cash Is Not Enough: Why Hold Bond ETFs Despite Price Rollercoasters.
Weekend Reading – Global Shocks: How Do Stocks Perform?
Trading 212 Review: Pros & Cons
The Reason Why Sustainable Investing Will Underperform
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All information found here, including any ideas, opinions, views, predictions expressed or implied herein, are for informational, entertainment or educational purposes only and do not constitute financial advice. Consider the appropriateness of the information having regard to your objectives, financial situation and needs, and seek professional advice where appropriate. Read our full terms and conditions.
