TOP LINKS: Trend-Following & Sequence Risk
Sept’22 Best Links – Evidence Based Investing, Active Bets, Crypto, European and UK Personal Finance Tips, Books and Movies, Design Your Lifestyle
Investment Research
Weekend Reading – Vanguard On Where To Park Your Cash – The Rise of Money Market Funds
Best Links – What you should know about Money Market Funds by Vanguard, 300 million jobs could be affected by latest wave of AI, says Goldman Sachs, Europe’s Undervalued Old Economy Sectors Represent a Promising Opportunity, Alternative ways: Equal-weight portfolios, In conversation with Barry Ritholtz on how market narratives form.
TOP LINKS: Was June The Bottom?
August’22 Best Links – Evidence Based Investing, Active Bets, Crypto, European and UK Personal Finance Tips, Book and Movies, Design Your Lifestyle
TOP LINKS: The Clues You Missed: 5 Super-Obvious Signs We Were in a Financial Bubble
June’22 Best Links – Evidence Based Investing, Active Bets, Crypto, European Matters, Book and Movies, Design Your Lifestyle
TOP LINKS: The Craziest Charts Right Now
May’22 Best Links – Evidence Based Investing, Active Bets, Crypto, European Matters, Book and Movies, Design Your Lifestyle
TOP LINKS: What Does The Bond Rout Mean For the Stock Market?
The dynamics of Bond uration and Rising Rates and What Does the Bond Market Rout Mean for the Stock Market?
The Long Game – Historical Market Returns & 2022 Expectations
2021 Asset Class Returns Review and 10-year Long Term Returns Study.
Over the past decade, World Equities gained over 320% and returned 12.4% annually.
It’s probably also time to rebalance your portfolio. Sell some of the winners, buy some losers.
In fact, this is what Vanguard’s model implies.
TOP LINKS: Market Impact of Wars
Market Impact of Wars
TOP LINKS: What Is The Fair Value Of The S&P 500?
US Stocks kept winning in 2021, but… What is the Fair Value of the S&P 500 by Damodaran
TOP LINKS: Vanguard’s Market Predictions For 2022 And Beyond
Vanguard’s Predictions for select asset classes over the next decade
