What I’ve been reading this week

Is The Fed Managing Stock Market Sentiment? (The Irrelevant Investor) “There are plenty of investors who agree with Josh that the Fed’s real mandate is stable (stock) prices. I don’t know if I buy that, but even if Powell isn’t consciously taking the stock market into consideration when making decisions, is it possible that he … Continue reading What I’ve been reading this week

Weekly Reading Recommendations

A Taxonomy of Moats (Reaction Wheel) Three Big Things: The Most Important Forces Shaping the World (Collaborative Fund) “Every current event — big or small — has parents, grandparents, great grandparents, siblings, and cousins. Ignoring that family tree can muddy your understanding of events, giving a false impression of why things happened, how long they … Continue reading Weekly Reading Recommendations

Here’s what I’ve been reading lately

WHAT IF INTEREST RATES DON’T GO TO ZERO? (Roger Montgomery) “Experience tells me that when everyone in the market is pointing in the same direction, that trade is done, and it’s time to turn around and look the other way.” “There is little question that lower interest rates are required to keep companies investing and … Continue reading Here’s what I’ve been reading lately

“What if the cost of capital never rises again?”

I first saw this question a few months back in a post on The Reformed Broker. I’m also putting together a presentation on the implications of this for one of my economics courses this semester, so I figure I might as well write about it here. The cost of capital (in the sense in which … Continue reading “What if the cost of capital never rises again?”

Weekly Reading Reccomendations

To get your week started. Is value back? (The Most Competitive Game) “Since people want abnormal results, they try to find abnormal thinkers. But no one should be shocked when people who think about the world in unique ways you like also think about the world in unique ways you don’t like. If you want … Continue reading Weekly Reading Reccomendations

Weekly Reading Recommendations

Long list this week. Here we go. Why Brookfield Asset Management Is My Largest Stock Position (Part 1) (Seeking Alpha) Why Brookfield Asset Management Is My Largest Stock Position (Part 2) (Seeking Alpha) How to Factor Fickle Markets Into Your Portfolio (WSJ – The Intelligent Investor) The American Consumer Keeps Beating Expectations (WSJ) The Horsemen … Continue reading Weekly Reading Recommendations

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