Tim’s Top Links – 10/8/19

If you missed last week’s episode of the podcast, you can listen to it right here!  I talked with Karen Cordaway about her new book “The Everyday Bucket List Book”.  It was a truly fascinating, and entertaining, conversation about making the most of your free time and spending money wisely.

We’ve got another GREAT interview for you on tap this week, so stay tuned!

Here’s what I’ve been reading this morning:

‘What’s Your Delta?’ – Nick Maggiulli – Of Dollars and Data

  • Comparing yourself to others, or your past self, is a dangerous game.  Nick writes about a better comparison to make and how to find your “delta”.

‘The Active Manager Paradox: High-Conviction Overweight Positions’ – Alexey Panchekha – Enterprising Investor

  • This post looks at how active managers generate stock selection alpha by studying the overweight or underweight of positions.

‘5 Practices of Mindful Investors’ – David Keller – See It Market

  • It’s one thing to have an investment strategy, and it’s another to be mindful of that strategy and how it’s constructed.  These tips help investors stay mindful of that process.

‘ETFs Add Liquidity to the Bond Market, Not Risk’ – Ben Johnson – Morningstar

  • While certain concerns about fixed income ETFs are fair, Ben writes about why liquidity isn’t (or shouldn’t be) one of them.


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