Weekend Reading – Is Your City’s Real Estate In A Bubble?
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:
Large amounts of money aren't made by buying what everybody likes - they're made by buying what everybody underestimates.
INVEST WISELY
CONSTRUCT YOUR PORTFOLIO
UCITS vs U.S. ETFs – Pro and Cons for Non-US Investors (Bankeronwheels.com)
ETF Domicile is not very glamourous and something that most new investors won’t pay attention to. While fees and index tracking frequently steal the spotlight, the domicile’s pivotal role in portfolio performance cannot be overstated.
While investors in Latin America, Asia and the Middle East know how to optimise their tax bill, this is not true across the board and it is likely that most unaware investors end up and paying a heavy price for their ignorance.
UNDERSTAND FINANCIAL MARKETS
Mapped: Investment Risk, by Country (Visual Capitalist)
What is the risk of investing in another country?
Given the rapid growth of emerging economies, and the opportunities this may present to investors, it raises the question: does investment exposure abroad come with risk, and how can that risk be analyzed?
To help answer this question, this graphic shows country risk around the world, based on analysis from Aswath Damodaran at New York University’s Stern School of Business.
Read more on Visual Capitalist
HOW TO INVEST
- Why some people like to research and hold individual stocks instead of funds (Investment Talk)
- From the archives: Five Principles for Investing by Jack Bogle (Finding Compounders)
- The Paradox of Past Performance (Behavioural Investment)
- How to become a better investor: Avoid stress (Joachim Klement)
The conversation takes a deep dive into his groundbreaking research, where he dissects complex financial topics with astonishing clarity including some of his most-cited papers which consistently reveal counterintuitive conclusions that challenge conventional wisdom. These include price-only index returns, dividend juicing, price-only data, the value of sustainability rankings, multi factor asset pricing and the power of capital to make the world a better place.
Active Investing
FACTOR investing
discretionary investing
- Valuing Intangibles - The Birkenstock IPO (Aswath Damodaran - 53 min)
- Why Japan equities are compelling (GMO)
- The Key Ingredient for Sustainable Dividends and Buybacks (Flyover Stocks)
- Visualizing the R&D Investment of the 10 Biggest Nasdaq Companies (Visual Capitalist)
- When we think about investing we usually think about what to buy. But the real question is “When should I sell?” (Pension Craft - 12 min)
Market Bipolarity: Exuberance versus Exhaustion! (Aswath Damodaran - 22 min)
In this session, Aswath uses the end of the third quarter of 2023 as an opportunity to look at economic and market movements during the quarter, and to try to make judgments about what the last quarter has in store. While the market looks close to fairly valued, given consensus earnings estimates and interest rates today, your judgment will change based on whether you think inflation will remain stubbornly high (subside) and on whether you think the economy is headed for a recession (soft landing).
ALTERNATIVE ASSET CLASSES
WALL STREET
The Full Documentary - Becoming Warren Buffett (HBO - 1 hr 24 min)
Becoming Warren Buffett by HBO is a feature length documentary that chronicles the life and times of arguably the greatest and famed investor of all time. If you are a Buffet fan, interested in quality investing or just a pilgrim passing through and desirious of learning everything about the sage of Omaha, this is a must see.
SUSTAINABLE investing
crypto
Michael Lewis authored “Going Infinite: The Rise and Fall of a New Tycoon” which aptly describes the tale of SBF & FTX. This conversation gives us background on his relationship with SBF & his fallen empire, why he wrote the book & what he thinks you should think about Sam’s guilt or innocence.
BAD BETS
The fake genius: a $30b fraud (James Jani - 1 hr 5 min)
Sam Bankman-Fried was supposed to be a billionaire genius running the world’s largest Crypto exchange: FTX. In only a few weeks, his $32B empire crumbled, leading to his arrest. In this video, we unravel one of the decade’s most significant cases of financial fraud.
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ETFs
US ETFs
Robeco is stepping into the European ETF market with a focus on active funds. The Dutch asset manager, which has €181bn assets under management, is planning to launch its first UCITS ETFs in Q2 2024. [FT.com]
Xetra has seen the launch of 3 new fixed income ETFs by the German asset management group DWS. The ETFs provide ultra-short-duration exposure to bonds from issuers of Eurozone sovereigns. All the ETFs have a 0.07% fee. [ETFStrategy.com]
US ETFs
BlackRock is set to launch ten ETFs focused on Treasury inflation-protected securities (TIPS). Ranging in maturity from 2024 to 2033, these ETFs will seek to provide inflation protection to investors concerned with erosion of purchasing power. The new TIPS-defined maturity bond ETFs will carry an expense ratio of 0.1%. [ETF.com]
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Wealth Management
Personal Finance
The UBS Global Real Estate Bubble Index (UBS)
Find out in which cities property prices and valuations have fallen the most, where (further) corrections are imminent, and where price increases are continuing or could happen in the future.
Read more on UBS
Early Retirement
FINANCIAL PRODUCTS
COST OF LIVING
OUR Community
Question of the week
DESIGN YOUR LIFESTYLE
Personal Development
Schwarzenegger has made it his mission to give back. Since his time in the Governor’s house, he’s been working diligently to combat climate change, ensure fair voting practices, help youth, work with Veterans, and inspire healthy living.
The conversation follows the themes with emphasis on thinking big, building resilience, processing grief and more.
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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.
Health & Wellness
Longevity: can ageing be reversed? (The Economist - 16 min)
Ageing has always been inevitable but fasting, epigenetic reprogramming and parabiosis are just some of the scientific techniques that seem to help people stay young. Might the Peter Pan dream become real?
The University of Wisconsin professor on the challenges of decumulation, the connection between defaults and abandoned retirement accounts, and the ‘hassle costs’ that can weigh on workers.
CAREERS
TECH AND SCIENCE
Travel
CYCLING TIBET – Spiritual, and Ballistic. (Bankeronwheels.com)
Raph has travelled the world with his bike in tow & it is nstural for him to be asked numerous questions related to his adventures. “What did you think of China?” is one of these questions. The answers are complex but a day from his life on the bike can give you some flavour. The highlight of this trip to China is without any doubt the Qinghai Province. Logistically, China was also the most challenging country on a bike. Here is why.
From Bankeronwheels.com
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miscellaneous
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Thank you for reading.
Good Luck & keep’em* rolling!
(* Wheels & Dividends)
Good Luck and Keep’em* Rolling!
(* Wheels & Dividends)
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Dodl By AJ Bell Review – AJ Bell’s Younger Brother
Vanguard LifeStrategy Review – A Retriever In A Babushka Doll
Why Do Portfolio Managers Care About Factors? It’s Not What You Think.
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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.
