TOP LINKS: The Clues You Missed: 5 Super-Obvious Signs We Were in a Financial Bubble

The Clues You Missed: 5 Super-Obvious Signs We Were in a Financial Bubble (TOP LINKS #16)

TOP LINKS brings a collection of Investment Research and Financial Independence topics for Long Term Investors. To be enjoyed with your post-ride coffee.

Learn how the markets work and get the highest quality insights from Wall Street and Main Street. 

Unlike the rest of Bankeronwheels.com, this series is provided without much additional guidance. 

As usual, everything is to be used at your own risk. 

Quote of the week

If you’re not willing to react with equanimity to a market price decline of 50% two or three times a century, you’re not fit to be a common shareholder and you deserve the mediocre result you’re going to get.

Charlie Munger

LONG-TERM INVESTING

This section is dedicated to research on how to invest for the Long Run (or the 90% of your Portfolio). Read Topics related to Asset Allocation or Research on Investor Behaviour.

EVIDENCE-BASED INVESTING

FINANCIAL MARKETS

Aswath Damodaran on how inflation affects company valuations and ESG is "a feel good scam that is making a lot of people wealthy

Alpha Investing

ACTIVE INVESTING

This section is dedicated research related to improving your knowledge about financial markets.  If you decide to sin, then sin only a little. Combined active bets should be, at best, a relatively small fraction of your portfolio. 

VALUATIONS AND VIEWS

FACTOR AND THEMATIC Investing

WALL STREET

John Collison in conversation with Stanley Druckenmiller (Sohn Foundation)

PUNT RESPONSIBLY

When you play with fire, you can get burned. This section is a stark reminder of what can happen when engaging in active investing, even as a professional.

CRYPTO & BLOCKCHAIN

It’s not unreasonable to have skin in the game in a multi Trillion market. With one caveat. Be ready to lose it all. Remember that most crypto assets do not generate yield. If some do, there may be hidden risks involved. 

VIEWS

European Stuff

PERSONAL FINANCE (UK/EU)

This section is dedicated to UK and European Investing and Personal Finance. It can also touch on other jurisdictions outside the Euro-zone.

BOOKS & MOVIEs

In the Book review section we rate some of the most relevant resources related to Financial Independence, Personal Finance and Investing. Browse All Book and Video Reviews.

Movies and Books we reviewed this month:

  • The Bogle Effect, How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions by Eric Balchunas – There are a lot of misconceptions about Bogle, especially amongst his fans and the Bogleheads community. In this article, we will look at who you may think Bogle was but wasn’t, and what will forever remain the Bogle effect. Read the review.
  • Just Keep Buying by Nick Maggiulli is one of the newest personal finance guides on the market. It is a good choice for those who have already recognized the importance of saving and investing or those who have a lump sum they would like to invest. As our readers will know we rarely give a book maximum score for both Investing Concepts and Personal Finance Know-how. Nick’s book is an exception. Read the review.

Other Book reviews:

Cycling

DESIGN YOUR LIFESTYLE

This section is dedicated to the Why of Investing.  FIRE Lifestyle Movement and Cycling Topics (bikepacking, touring and useful reviews)

LIFESTYLE

EARLY RETIREMENT

How to build a wealth plan for financial independence

CYCLING

Good Luck & keep’em* rolling!

(* Wheels & Dividends)

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DISCLAIMER

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.