August 2010

Weekend reading: Edinburgh edition

August 28, 2010
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I’m up in Edinburgh for the festival this weekend, which means just a few choice cuts for you to peruse this Saturday.

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Are you richer than your kids, or poorer than your grandchildren?

August 26, 2010
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Would you rather have been born in the 1950s to a stable society and The Beatles, or in the 1970s, to the Internet and Al-qeada?

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Why do investment trusts trade at a discount or a premium?

August 24, 2010
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Does it bother you that a trust can trade at a big discount, or even a big premium? It should – it’s arguably an example of stock market inefficiency that isn’t supposed to happen.

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Weekend reading: Not so grande edition

August 21, 2010
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From fear and loathing in Starbucks to fear and loathing in the stock market, another collection of links to views, news and investing blues.

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Investment trust discounts and premiums

August 20, 2010
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Investment trusts on a discount enable you to get more assets for your money. Alternatively, if you like throwing away money you can buy a trust at a premium.

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How to invest in German companies

August 17, 2010
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Don’t mention the war – German companies are among the best in the world, and they’re booming as the world recovers under dark clouds.

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Weekend reading: GDP up, spirits down

August 14, 2010
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The gloomsters and the doomsters have rarely been in such blatant opposition. Someone’s reality must be wrong.

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How free trade makes us all better off

August 13, 2010
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Three cheers for free trade! It’s just saved us from a global depression, and it’s been making us richer for centuries.

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Perceived risk versus actual risk

August 11, 2010
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Wilbur Ross reckons the trick is to take on perceived risks but to avoid real risks. Nice work if you can get it…

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Weekend reading: Canal time edition

August 8, 2010
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The living is easy on a canal, but unfortunately like everything else on water a narrow boat wants to sink – and only money stops it.

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No lost decade: Why we’re not Japan

August 5, 2010
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The lost decade in Japan haunts Western markets, as deflation stalks the land in the US and interest rates can’t go any lower. Here’s why you shouldn’t worry.

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Swensen’s Ivy League portfolio revisited

August 3, 2010
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Swensen’s actively managed fund based Yale endowment portfolio has trounced the ETF one he suggests for the common people. What can we do about it?

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