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2022 – 10 weekly bits and bites

The Machine

There is no more unhealthy behavior among investors than to fixate on each day’s stock market action as though it contains some bigger answer about what’s to come. Weekly closing prices contain some interesting information. Longer term trends, like multi-month moving averages, are also somewhat useful in terms of understanding the broader trends. It’s good to be aware.

But daily market data? Hourly? There’s nothing there. It’s fodder for conversation. I try to make this point in public whenever I can. It’s tempting to overweight the things we are seeing with our own eyes in real-time. We have to fight this temptation. It leads nowhere good.

(7min _ TheReformedBroker)

Predicting the Future is Hard

In the short-run it’s difficult to see an easy way out of the current geopolitical nightmare.
In the long-run it’s always a bad idea to bet against the power of the human spirit.

History is full of surprises. This letter was sent just months before the 9/11 terrorist attacks. That decade also included a massive housing market crash and the biggest financial crisis since the Great Depression.

(5min _ aWealthofCommonSense)

Kevin Kelly: The Case for Optimism

Kevin Kelly is the founder of Wired Magazine and author of several books, among them The Inevitable. For Warp News he presents his case for optimism.

There are two important sets of reasons why you should be optimistic right now. One is the general case for optimism at any time. The second reason is a handful of forces at work in the world that make specific cases for optimism at this particular time, in 2021.

(14min _ WarpNews)

The case for (always) staying invested

Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.

  • First things first: Diversification works.
  • “It’s no surprise to me I am my own worst enemy.”
  • Timing the market is toughand missing the mark comes with consequences.
  • There’s always something to be worried about.

(8min _ J.P.Morgan)

Will the Optimists Triumph Yet Again?

But there is one thing that might have some idea about where things are headed—the stock market. As Barton Biggs stated in Wealth, War, & Wisdom:

This is why I will argue that it is so important to listen to the market. In other words, at crucial turning points observe what markets do and ignore what the experts and commentators say about what is going on.

(5min _ OfDollarsAndData)

Russia’s invasion of Ukraine in maps — latest updates

A visual guide to the war

This page is regularly updated with the latest available maps

(~min _ FT)

„Don’t let your happiness depend on something you can lose.“ _~C.S. Lewis

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