Wednesday Reading List

ICYMI: 3 Things Investors Want to Know Now – Answering three questions we’re getting a lot lately (and more): Is the market rally since October real? Why not just buy short-term bonds since they yield the most? Will the debt ceiling debate hurt my portfolio?

The Undeniable Connection Between Female CEOs and Stock Prices

Despite hitting record highs, as of January 2023 only 10% of the Fortune 500 companies and 7% of S&P 500 companies are run by a woman. Yet, companies run with women at the helm tend to follow a similar trend – improved performance and rising stock prices.

Beat It (or Don’t): An Update to a Chilly Earnings Season

Earnings estimates for stocks may still be too high and that presents one of the biggest risks to this potential bull market recovery.

The Retreat of the Amateur Investors

“I felt like I was indestructible,” Mr. Ghias said of his trading days. “It was irrational.”

A New Supercycle Is Starting, Says This Macro Strategist. How to Invest.

Investment Winners Rotate…and they’re doing it again, which I dove into in Thoughts on our 2023 Market Outlook. Here’s how one strategist says to position yourself in this new supercycle.

What the Longest Study on Human Happiness Found is the Key to a Good Life

The Harvard Study of Adult Development has established a strong correlation between deep relationships and well-being.

We’re too tired to be helicopter parents. Our kids will be happier for it.

My generation of parents in their 30s and 40s does not want to have it all for our kids, including when it comes to name-brand educations.

Scientists Are Reincarnating the Woolly Mammoth to Return in 4 Years

De-extinction of this massive animal to help fight global warming.

The Pandemic Used-Car Boom Is Coming to an Abrupt End

Dealership are seeing sales and prices drop as consumers tighten their belts, putting financial pressure on companies, like Carvana, that grew fast in recent years.

Netflix Recommendation

Excellent and entertaining look at the Madoff Ponzi scheme, including a deeper dive into his possible collaborators and how they did or didn’t evade justice.

Book Recommendation

T.R.: The Last Romantic by H.W. Brands

The best single volume biography of Teddy Roosevelt and more enjoyable than the better known trilogy by Edmund Morris.