Stuff worth sharing from the past week
With bond yields so low, you may be wondering if you should own bonds in your portfolio. This post provides good reasons why.
Why Would Anyone Own Bonds Right Now by Ben Carlson
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You may be tempted to make portfolio moves given the market’s run. Here’s a short video on why it’s hard to market time.
The Difficulty of Timing the Market by Ken French
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A rule about focus which was mistakenly attributed to Warren Buffett and what he would have you do instead.
Warren Buffett’s 25/5 Rule Has Been Debunked. Here’s What You Should Do Instead by Marcel Schwantes
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I’ve been watching this meatless meat story for a while, and it’s interesting to see the growth in sales and stronger pricing power that perhaps indicate this is the start of a larger shift.
Beyond Meat’s U.S. grocery sales nearly triple, offsetting restaurant losses by Amelia Lucas
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A frequently asked question today is why the market is up so much in a weak economy. This article provides a new perspective.
Why Markets Don’t Seem to Care If the Economy Stinks by Barry Ritholtz
Book Recommendation
“#1 NEW YORK TIMES BESTSELLER • The author of The Devil in the White City and Dead Wake delivers an intimate chronicle of Winston Churchill and London during the Blitz—an inspiring portrait of courage and leadership in a time of unprecedented crisis”
The Splendid and the Vile: A Saga of Churchill, Family, and Defiance During the Blitz by Erik Larson
