Weekend Reading – JP Morgan Guide To Markets & Risk Parity Strategies
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:
Desire is a contract that you make with yourself to be unhappy until you get what you want.
Featured
Bitcoin in Your Portfolio: A Potentially High-Reward Asset If Rebalanced – But Beware of Black Swans (Banker on Wheels)
As Bitcoin hits new all time highs, and Bitcoin ETFs break flow records given a wave of potential deregulation on the horizon it’s time to reassess its merits. Bitcoin is contentious amongst our readers. According to our survey, only half of you have an allocation. That’s the way it should be – the best strategy is the one you understand and can stick to. So, while it may be worth exploring for the adventurous investor profiles, it’s not a fetch for most Golden Retrievers. Today, let’s look at the limited data and try to make sense of this asset from a portfolio perspective.
Portfolio Construction
Asset Allocation
Three Risk Parity Strategies Most Immune to Politics (Portfolio Charts)
One of my cardinal rules of investing is that politics and money management don’t mix. As passionate as you may feel today, trading based on elevated political emotions is a choice you’ll most likely live to regret. That said, I’ve seen a lot of talk in the aftermath of the recent US presidential election about how it may impact the markets in the near future. And frankly, there are some really bad takes out there. While I don’t do politics, I still feel the responsibility to offer a constructive perspective helping people navigate their feelings regardless of who they voted for.
Understand Financial Markets
JP Morgan Guide to Markets (JP Morgan)
Featuring insightful data visualizations and expert analysis, the JP Morgan Guide to the Markets provides a comprehensive overview of key market trends, economic indicators, and investment opportunities. The Guide to the Markets is designed to help you make informed decisions by offering a clear, concise view of the forces shaping the market landscape today.
In this episode of Excess Returns, we sit down with Larry Swedroe to tackle some of the most pressing issues in investing today. We dive deep into topics that are on many investors' minds, including: - Is value investing still effective in today's market? - How is the rise of passive investing impacting market efficiency? - Should we be concerned about market concentration? - Is international diversification still important? We explore the importance of maintaining a long-term view, the dangers of recency bias, and why Larry believes hyper-diversification across multiple asset classes may be beneficial for investors.
Equity Source Of Total Return (Wei Li - BlackRock)
When I don’t know how to process uncertainty, I refresh this chart. I spent the weekend reviewing research literature, the range of outcomes are truly wide from here.
How To Invest
Active Investing
Factor Investing
Discretionary Investing
Alternative Asset Classes
- The Bitcoin Factor (Rogersplanning)
- Crypto Deregulation: ‘golden age’ as Trump win fires up industry (FT)
- We’re living in the golden age of gold (sherwood news)
- Different Types of HF Strategies Provide Varying Diversification Benefits (Franklin Templeton)
- Foreign buyers eye Japan’s empty houses with millions available for cheap — but experts warn of risks (CNBC)
- Wall Street Math Wizards Are Decoding Private-Market Returns (Bloomberg- Paywall)
Wall Street
Bad Bets
ETFs
UCITS ETFs
WisdomTree unveils global multi-asset ETF (ETF Stream)
WisdomTree has launched its second efficient core ETF in Europe providing leveraged exposure to a traditional global 60/40 portfolio. The WisdomTree Global Efficient Core UCITS ETF (NTSG) is listed on the Deutsche Boerse and Borsa Italiana with a total expense ratio (TER) of 0.25%. The ETF will list on the London Stock Exchange as well. NTSG seeks to replicate the performance of a proprietary index, the WisdomTree Global Efficient Core index.
US ETFs
Wealth Management
Personal Finance
Top Personal Income Tax Rates in Europe in 2024 (Visual Capitalist)
Income tax rates in Europe vary widely and reflect different approaches to funding public services, with countries imposing higher top marginal tax rates often supporting extensive social welfare systems, while those with lower rates may prioritize competitiveness or maintain less comprehensive programs. This map shows the top statutory personal income tax rate of 36 European countries.
- Your Money or Your Life (Book Review) (Banker on Wheels)
- A Journey Beyond Wealth to Connection, Growth, and Intentional Living (ChooseFi)
- Big inheritances can be a sign of underconsumption and suboptimal planning. (Morningstar)
- 14 Lessons About Money & Life From 40 Years of Living (Mr. Stingy)
- When Earning More Makes Your Financial Anxiety…Worse? (moneywithkatie)
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Platforms
(Early) Retirement
Retire Without Regrets (Harvard Business Review)
For anyone who has established a meaningful professional identity over a decades-long career, retirement represents a huge—and potentially wrenching—transition. While some people navigate it well, many struggle. The contrasting experiences of Irene and Lawrence, two knowledge workers at different companies, and from those of the many other people we studied, can help ease this major life change.
Financial Advice
Design Your Lifestyle
Personal Development
Derren Brown is a psychological illusionist who can predict, suggest, and even control human behavior. We discuss: Derren's transition from student to magician, Hypnosis, mentalism, and cold reading, How learning magic influenced Derren's skepticism and faith, Finding meaning, Why Derren takes care not to abuse his superpowers in real life, A new belief or habit that has improved Derren's life.
Careers & Entrepreneurship
Travel
Tea, Trails, and Trust: A Journey of Solo Connection in Morocco (Bikepacking.com)
In this piece, Ana Zamorano Ruiz reflects on her recent bikepacking trip across Morocco and the unique connections she’s formed with other women despite cultural and language barriers. Morocco is always a perfect destination, even if only for an extended weekend. Its proximity to home—just a two-hour direct flight from Bilbao—makes it irresistible to hop on a plane and experience this uniquely diverse country.
Tech & Economy
Economy
Tech & Science
And Finally
Good Luck and Keep’em* Rolling!
(* Wheels & Dividends)
Trade Wars, Real Wars, but Equities Close To All-Time Highs: Is It A Good Time To Invest?
7 Reasons Why Japan May Be Your Next Cycling Adventure
Nomads in 2026: Genki vs SafetyWing – Which Travel Insurance Wins?
How You Can Cycle The World – A Practical Guide
Weekend Reading – Vanguard Cuts Fees across 15 ETFs & IBKR launches prediction markets
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