Good reads from around the Web.
Sorry for the delay with the links this week. Partly it was caused by me getting to Saturday with a mountain of bookmarked articles to consider.
Sometimes I sit down with almost nothing to work with, but for whatever reason this week I seemed to arrive with everything. Hence you’ll find more links than usual in this week’s edition.
Mainly though, it was caused by Friday night revelry.
I try to constrain my madcap partying to Tuesdays and Wednesdays for this very reason!
Next Friday will be an Ovaltine and slippers night as usual. 😉
From the blogs
Making good use of the things that we find…
- Passive investing is getting under my skin – Under the Money Tree
- What is the worst case scenario for bonds? – Pragmatic Capitalism
- Diversification and hindsight bias – Abnormal Returns
- The truth about UK fund fees – The Evidence-based Investor
- Asset returns and the global economy – The Short Side of Long
- London Value Investor Conference 2016 notes – Market Folly
- Market inefficiency dishes out black eyes – Investing Caffeine
- A list of under-appreciated finance folk on Twitter – The Felder Report
- Lessons from the richest man who ever lived – ReadThink
- “Why I don’t want to run a hedge fund anymore” – efinancial careers
- Beware companies that eat capital to pay income – The Value Perspective
- How to eliminate “bad” microcaps [US but interesting] – Oddball Stocks
- A Monevator reader has set up a London FI Facebook Group – Facebook
- Pursuing the right goals – A Wealth of Common Sense
- The shock of the old – SexHealthMoneyDeath
- Now That’s What I Call FIRE: Vol 4 – The Escape Artist
- You will never have enough money – Nocturne Capital
- The crazy London housing market: A renter’s point of view – Splittable
- What I’ve learned from billionaires – W.I.L.O.W.S.
- I think I can FIRE in six months – Retirement Investing Today
- Why aren’t you an artisan? – Tim Maurer
- How an early retiree fills their days – Simple Living in Suffolk
- Has Neoliberalism been oversold? – IMF
- Trickle down taking the piss? The richest families in Florence in 1427 are still the richest families in Florence – Quartz
Product of the week: Broadband deals can be riddled with more hidden catches than the Chamber of Secrets, so ThisIsMoney has run the numbers to work out which is really the cheapest over a three-year period. (It names Vodafone as the cheapest provider, and reckons BT is the priciest).
Mainstream media money
Some links are Google search results – in PC/desktop view these enable you to click through to read the piece without being a paid subscriber of that site.1
- Say “yes” to the financial advisor who will tell you “no” – Washington Post
- Why iShares is betting on multifactor ETFs – ETF.com
- How to use tracker funds for cheap, easy investing [Search result] – FT
- Chat with Burton Malkiel (A Random Walk… author) [Podcast] – Bloomberg
- RIT Capital Partners Vs Alliance Trust – Telegraph
- Some UK equity income investment trusts look good value – Telegraph
- Fundsmith’s holdings are on an average P/E of 37 – Interactive Investor
- Stop lying to yourself about value investing – Bloomberg
- Swedroe: Mispricing isn’t going anywhere – ETF.com
- Many popular UK income funds are underweight oil – ThisIsMoney
- Why hedge funds are investing in AI – Institutional Investor
- Ultimate stock picker’s latest buys and sells – Morningstar
A word from a broker
- EU Referendum: The key things for investors to consider – TD Direct
- Tesco vs Sainsbury: Which is the better investment? – Hargreaves Lansdown
Other stuff worth reading
- Buying a home is 20% more expensive than renting [Search result] – FT
- The student loan mis-selling drumbeat is building – Guardian 1 and 2
- Some buy-to-let investors are turning to commercial property – Telegraph
- More than one million Britons now earn six figure salaries – ThisIsMoney
- Doing up a French château – Telegraph
- The life of a professional dumpster diver – Wired
Book of the week: If you enjoyed the podcast with the renowned efficient market theorist Burton Malkiel, you might want to read his book. A Random Walk Down Wall Street played a big early role in popularizing passive investing. A new edition was just published in February, updated to cover innovations such as ETFs and Smart Beta funds.
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- Note some articles can only be accessed through the search results if you’re using PC/desktop view (from mobile/tablet view they bring up the firewall/subscription page). To circumvent, switch your mobile browser to use the desktop view. On Chrome for Android: press the menu button followed by “Request Desktop Site”. [↩]