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. đ
From the blogs
Making good use of the things that we findâŚ
Passive investing
- Passive investing is getting under my skin – Under the Money Tree [1]
- What is the worst case scenario for bonds? – Pragmatic Capitalism [2]
- Diversification and hindsight bias – Abnormal Returns [3]
- The truth about UK fund fees – The Evidence-based Investor [4]
Active investing
- Asset returns and the global economy – The Short Side of Long [5]
- London Value Investor Conference 2016 notes – Market Folly [6]
- Market inefficiency dishes out black eyes – Investing Caffeine [7]
- A list of under-appreciated finance folk on Twitter – The Felder Report [8]
- Lessons from the richest man who ever lived – ReadThink [9]
- “Why I don’t want to run a hedge fund anymore” – efinancial careers [10]
- Beware companies that eat capital to pay income – The Value Perspective [11]
- How to eliminate “bad” microcaps [US but interesting] – Oddball Stocks [12]
Other articles
- A Monevator reader has set up a London FI Facebook Group – Facebook [13]
- Pursuing the right goals – A Wealth of Common Sense [14]
- The shock of the old – SexHealthMoneyDeath [15]
- Now That’s What I Call FIRE: Vol 4 – The Escape Artist [16]
- You will never have enough money – Nocturne Capital [17]
- The crazy London housing market: A renter’s point of view – Splittable [18]
- What I’ve learned from billionaires – W.I.L.O.W.S. [19]
- I think I can FIRE in six months – Retirement Investing Today [20]
- Why aren’t you an artisan? – Tim Maurer [21]
- How an early retiree fills their days – Simple Living in Suffolk [22]
- Has Neoliberalism been oversold? – IMF [23]
- Trickle down taking the piss? The richest families in Florence in 1427 are still the richest families in Florence – Quartz [24]
Product of the week: Broadband deals can be riddled with more hidden catches than the Chamber of Secrets, so ThisIsMoney [25] has run the numbers to work out which is really the cheapest over a three-year period. (It names Vodafone [26] as the cheapest provider, and reckons BT [27] is the priciest).
Mainstream media money
Some links are Google search results â in PC/desktop view these enable you to click through to read the piece without being a paid subscriber of that site.1 [28]
Passive investing
- Say “yes” to the financial advisor who will tell you “no” – Washington Post [29]
- Why iShares is betting on multifactor ETFs – ETF.com [30]
- How to use tracker funds for cheap, easy investing [Search result] – FT [31]
- Chat with Burton Malkiel (A Random Walk [32]
… author) [Podcast] – Bloomberg [33]
Active investing
- RIT Capital Partners Vs Alliance Trust – Telegraph [34]
- Some UK equity income investment trusts look good value – Telegraph [35]
- Fundsmith’s holdings are on an average P/E of 37 – Interactive Investor [36]
- Stop lying to yourself about value investing – Bloomberg [37]
- Swedroe: Mispricing isn’t going anywhere – ETF.com [38]
- Many popular UK income funds are underweight oil – ThisIsMoney [39]
- Why hedge funds are investing in AI – Institutional Investor [40]
- Ultimate stock picker’s latest buys and sells – Morningstar [41]
A word from a broker
- EU Referendum: The key things for investors to consider – TD Direct [42]
- Tesco vs Sainsbury: Which is the better investment? – Hargreaves Lansdown [43]
Other stuff worth reading
- Buying a home is 20% more expensive than renting [Search result] – FT [44]
- The student loan mis-selling drumbeat is building – Guardian 1 [45] and 2 [46]
- Some buy-to-let investors are turning to commercial property – Telegraph [47]
- More than one million Britons now earn six figure salaries – ThisIsMoney [48]
- Doing up a French château – Telegraph [49]
- The life of a professional dumpster diver – Wired [50]
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 [32]
Like these links? Subscribe [51] to get them every week!
- Note some articles can only be accessed through the search results if youâre 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 âRequest Desktop Siteâ. [↩ [55]]