Wednesday Reading List

Stuff worth sharing from the past week


2 Questions Investors Want Answered – Given this recession, investors want to know why stocks are recovering and if excessive government debt is going to end the party. This post addresses both issues.

3 Investment Risks You Can Conquer – You invest to accomplish a goal, but investing comes with risks. This post discusses the three most common risks to protect against as you pursue your long-term objectives and how to do it.

HERITAGE WEBINAR FEATURES LIZ ANN SONDERS, SVP, CHARLES SCHWAB & CO., INC. – My webinar fireside chat with Liz Ann Sonders.



The U.S.-China trade war faded as a headline grabber because of COVID-19, but the Trump administration recently shared a 16 page report with congressional committees outlining its China approach. This post summarizes and accurately depicts it as a brewing Cold War. The full report is here.

US Declaration of (Cold) War by Ed Yardeni and Jackie Doherty


Value investing has struggled. It may be dead. No one knows the future. What we do know is that its current struggles are not unprecedented. We have seen this before, and this piece lays out eye-opening stats and parallels to prior value death watches.

Have we seen the death of value? by Larry Swedroe


The business book Bill Gates is recommending to friends and colleagues right now by Kathleen Elkins


A look at the market 100 days since the it peaked in February.

Wall Street begins high stakes summer with market at critical levels as economy reopens by Michael Santoli


June 1, 2020 is the 99th anniversary of the Tulsa massacre.

Black Wall Street: The African American Haven That Burned and Then Rose From the Ashes by Victor Luckerson


Updated reviews for my book, Beyond the Basics – available here!

Enjoying the Wednesday Reading List and the other blog posts? You can now share them – thanks for your support!