Tim’s Top Links – 11/5/19

At the office, we have a saying that “November through March is the best time to be a Mets fan”. That still rings true today.  Optimism is flying high after the signing of former-Met Carlos Beltran coming back to Queens to manage the team.

You can’t win the World Series in the offseason, but we’ll see how Beltran does!

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

‘A Former Star Returns to the Mets. This Time to Manage.’ – Jared Diamond – WSJ

  • With Beltran returning to the Mets to manage, Diamond breaks down how other high profile players have fared in their returns to the dugout.

‘Manager of Managers’ – Josh Brown – The Reformed Broker

  • Over the last decade, we’ve seen less and less advisors pitching themselves as a “manager of managers” and instead they focus on a few other more important topics.

‘The Permaeverything Approach’ – Cullen Roche – Pragmatic Capitalism

  • You’ve heard the terms “permabull” and “permabear”, but Cullen explains what he means when he says he is “permaeverything”.

‘Realistic Investment Results’ – Nick Maggiulli – Of Dollars and Data

  • Nick re-writes the way we should think about measuring investment returns.  The normal “snapshot in time” way isn’t terribly realistic for most people.


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