Wednesday Reading List

Winning the Investment Game – “You can’t win until you keep from losing.” – Bill Belichick.
Here are the most common investment mistakes preventing you from winning the investment game.

What is the Best Source of Investment News?

It’s hard to keep on top of the latest news. So when you have the time to pay attention, you want to make sure it’s from a reliable, unbiased source

We’re entering the next stage of the housing market downturn—3 things to expect heading forward

Fed Chair Powell said the housing market would reset. Here’s what’s happened and what’s next.

Jerome Powell’s Inflation Whisperer: Paul Volcke

Aiming to reduce inflation even at the risk of recession, the Fed Chairman draws on a 1980s playbook. ‘We must keep at it until the job is done.’

Earnings: Trampled Under Foot?

We believe the weakness in expected earnings growth is early in its trip to an ultimate negative (year-over-year decline) destination. Last week’s FedEx news of an expected earnings implosion and the company’s removal of all forward-looking guidance is a likely canary.

We’re Still in a Bear Market You Know

Paying more attention to the stock market when it’s in a downtrend is not going to make your life as an investor any easier.

Portfolio Rebalancing: The Easiest Difficult Decision an Investor Can Make

With many areas of the financial markets down double digits during the first half of 2022, the subject of rebalancing is surfacing more frequently in committee meetings. But when, and how, should a portfolio be rebalanced? Deliberate on the following considerations prior to your next buy/sell decision.  

Book Recommendation

How to Invest: Masters on the Craft by David Rubenstein

What do the most successful investors have in common? David M. Rubenstein, cofounder of one of the world’s largest investment firms, has spent years interviewing the greatest investors in the world to discover the time-tested principles, hard-earned wisdom, and indispensable tools that guide their practice.​