the-time-has-finally-come 
Truemind Capital
MARCH 20, 2020
In good times i.e. when the market valuations are usually very high, everyone agrees to the logic of buying low and selling high. Not understanding the role & importance of tactical asset allocation (overweight debt in euphoric times and overweight equity in a time of acute pessimism) in creating superior returns over the long term.
Abnormal Returns
MARCH 6, 2024
humbledollar.com) Only children face a particular burden when it comes to caring for their parents. Retirement is a time to explore new things. humbledollar.com) A typical retiree has plenty of time to make a dent in the universe. humbledollar.com) Taxes Don't expect a reduction in tax uncertainty any time soon.
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Nerd's Eye View
MAY 10, 2024
Nonetheless, for these potential benefits to come to pass, the rule will likely have to survive legal challenges, including a lawsuit filed led by an insurance industry lobbying group seeking to halt implementation of the rule (which is set to take effect in September), which argues that the rule violates the U.S.
Abnormal Returns
DECEMBER 6, 2023
behaviouralinvestment.com) Technology Google ($GOOGL) has finally unveiled Gemini, its new AI model. theinformation.com) Software revenue growth rates are coming down. newsletter.abnormalreturns.com) Mixed media Taylor Swift is Time's Person of the Year for 2023. wsj.com) The ETF price war is raging in Europe.
The Big Picture
APRIL 27, 2024
Of late, Tesla’s cars have come to seem a bit hazardous. Novo Nordisk’s factories work nonstop turning out Ozempic and Wegovy, its blockbuster weight-loss drugs, but the Danish company has far bigger ambitions. ( The weekend is here! Now they need to fall — fast. ( Vox ) • Tesla Is Not the Next Ford. It’s the Next Con Ed.
The Big Picture
APRIL 7, 2023
My end-of-week, market’s-closed-but-BLS-open Good Friday reads: • Here’s What Happens at the IRS After You File Your Taxes Refunds can come in five days—or a few months. Distinctiveness has died. New York Times ) • Grid-World : An obsession was born. New York Times ) • Grid-World : An obsession was born.
The Big Picture
DECEMBER 8, 2022
My morning train WFH reads: • The Cult of the Retail Trader Has Fizzled : The GameStop and AMC manias are long gone, with individual investor returns falling 40% this year and digital currency prices tumbling. New York Times ). • New York Times ). • New York Times ). New York Times ). • New York Times ). •
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