Was June THE Bottom? (TOP LINKS #17)
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
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.
Buying The S&P 500 Today? Wait. These 8 Charts Show What You May Miss
Over the past 50 years, the U.S. Market has outperformed the rest of the world by a whooping margin of 1% per year. Guess, how much of the 50-year outperformance came in the last 8 years? All of it. [Read the article]
- JPM Guide to Markets July 31st – JP Morgan
- Vanguard Tells Investors Bonds Are Attractive After First-Half ‘Horror Show’ – Bloomberg
- Was the June bottom THE bottom? – A Wealth of Common Sense
- The Craziest Stockmarket Bubble You’ve Never Heard of (Taiwan) [Youtube] – Allocators Asia
- Crisis to crisis: What Asia learned from the financial chaos of 1997 – Bangkok Post
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
[PODCAST] ESG Investing: Bogleheads on Investing
[VIDEO] Credit Suisse: what next for the crisis-hit bank? Financial Times Film
[PODCAST] The Moment He Knew It Was Over - Bloomberg Odd Lots
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.
BOOKS & MOVIEs
Movies and Books we reviewed this month:
Trillions, how a band of Wall Street Renegates Invented the Index Fund And Changed Finance Forever, by Robin Wigglesworth is a fascinating insight into the people who made the Index Fund revolution happen.
The stories about the people often start with some of their biggest failures. But beyond the stories, Robin also argues that every revolution brings its fair share of non-issues and sometimes real issues, such as concentration of power.
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.
- Thousands of households cancel Netflix or Amazon Prime as the cost of living soars – Guardian
- American Express offers biggest ever sign-up bonus on new Platinum credit card [UK]- ThisisMoney
- Do supermarket cashback apps really save you money? [UK]- Be Clever With Your Cash
DESIGN YOUR LIFESTYLE
This section is dedicated to the Why of Investing. FIRE Lifestyle Movement and Cycling Topics (bikepacking, touring and useful reviews)
- The digital nomad visas luring workers overseas – BBC
- The Truth about the great resignation [Youtube 4 mins] – Simon Sinek
- The Other Side Of Investing – Banker on Fire
- Enjoy now, Retire (a bit) later: Sabbatical musings – The Italian Leather Sofa
- Metrics – Indeedably
[PODCAST] Russ Roberts on Tim Ferriss Show
Good Luck & keep’em* rolling!
(* Wheels & Dividends)
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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.