When the Optimists are Too Pessimistic This is why even the optimists can be too pessimistic. Because we are using linear thinking to imagine a geometric future. It just doesn’t work. (6min _ OfDollarsAndData) The Worst Run For Bonds Since 1980 Yes, bonds have… Weiterlesen »2022 – Best of Week 13
Don’t bother looking, it will find you. Don’t bother looking, It will find you. People who sell it will find you. That’s their job. I know these people. They know exactly what they’re doing. And once they’ve identified you they… Weiterlesen »2022 – 12 weekly bits and bites
Credit Suisse Global Investment Returns Yearbook 2022 The Credit Suisse Global Investment Returns Yearbook is the authoritative guide to historical long-run returns. Published by the Credit Suisse Research Institute in collaboration with London Business School, it now covers all the… Weiterlesen »2022 – 11 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,… Weiterlesen »2022 – 10 weekly bits and bites
Betterment a potential target after Wealthfront deal The New York-based robo-adviser, which landed its largest capital funding round to date in September, for a valuation of $1.3 billion, could now have a significant bull’s-eye on its back for potential buyers.… Weiterlesen »2022 – 9 weekly bits and bites
The Ultimate Superpower in Investing To reap the biggest rewards you must be able to take the painful hits and keep moving forward. Which is why the ultimate superpower in investing is being good at suffering. (6min _ CharlieBilello) Lazy Work, Good Work… Weiterlesen »2022 – 7_8 weekly bits and bites
Fluke Forecasting is hard. And not because people aren’t smart, but because trivial accidents can be influential in ways that are impossible to foresee. (5min _ MorganHousel) A softer economics Financial markets are entangled and uncertain. When will economists let… Weiterlesen »2022 – 5_6 weekly bits and bites
Last Sane Man on Wall Street Nathan Anderson exposes — and bets against — corporate fraud. But short-selling a market this frothy can be ruinous. “I view that more as a reflection of the complete market insanity that we’re in… Weiterlesen »2022 – 4 weekly bits and bites
The Better Letter: Forecasting Follies Our failures in this regard should encourage us to prepare rather than predict and, perhaps, to try to limit our exposure to extreme fluctuations. (8min _ TheBetterLetter) Are We Bullish Enough? Well guess, what? The… Weiterlesen »2022- 1_3 weekly bits and bites