Good reads from around the Web.
After typing my little fingers off last night with my thoughts [1] on the response to the death of Margaret Thatcher, we’ll go straight to this week’s links today.
Remember that you can subscribe [2] to get all our posts via email.
From the blogs
Making good use of the things that we find…
Passive investing
- Can high dividend shares substitute for bonds? – Oblivious Investor [3]
- Busting the ‘Sell in May and go away’ myth – Rick Ferri [4]
- Don’t buy a market-weighted passive fund! – DIY Income Investor [5]
- An evaluation of index weighting approaches: Part 1 [6] & Part 2 [7] [Academic PDFs] – Cass Business School
Active investing
- Howard Marks: The wisdom of a super-investor – Beyond Proxy [8]
- Why I sold my Reckitt Benckiser shares – UK Value Investor [9]
- Using Beta to gauge market froth – The Munro Fund [10]
- Dissecting JP Morgan’s annual report – Brooklyn Investor [11]
- Beware: Miners are a value trap – Macro Business [12]
Other articles
- A peak life is lived off-peak – Mr Money Mustache [13]
- I don’t think you invest the way you think you invest – interloper [14]
- Choosing simplicity by default – Abnormal Returns [15]
- How has early retirement worked out? – Simple Living in Suffolk [16]
Product of the week: The Post Office is set to launch a current account, reports The Guardian [17]. There are no firm details yet.
Mainstream media money
Note: Some links are to Google search results – these enable you to click through to read the piece without you being a paid subscriber of the site.
Passive investing
- Legal & General cuts passive fund fees – City AM [18]
- Potential cures for the passive dilemma [Search result] – FT [19]
- Blackrock’s iShares ETFs top $600 billion – Index Universe [20]
Active investing
- Buybacks and dividends are running high – Business Insider [21]
- The obsession with growth investing – CBS [22]
- Has the value of stamp collections really collapsed? – The Guardian [23]
- China in transition [Research report] – KKR [24]
Other stuff worth reading
- Time to invest in buy-to-let in Britain? [Search result] – FT [25]
- What legal protection schemes cover investments? – The Telegraph [26]
- Japan’s debt problem visualised [Video] – YouTube [27]
- Are robots taking away jobs or not? – FT Alphaville [28]
- Bitcoin is a Ponzi scheme – Slate [29]
- The history of US property booms and busts – The Economist [30]
- Roger Ebert’s lessons for media companies – New York Times [31]
Book of the week: I rated Alistair Darling, the former Labour chancellor, even before I read Back from the Brink: 1000 Days at Number 11 [32] this week. He seems balanced and honest, admits his faults, and gives a no-hysterics insight into how close we came to financial meltdown.
Like these links? Subscribe [2] to get them every week!