Tim’s Top Links – 3/20/19

We officially made it through the winter everybody!  Today marks the first day of Spring, there are MLB games going on in Japan, and warmer days are around the corner!

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

‘Where Ya Headed?’ – Casey Mullooly – All Things Are One

  • In his latest post, Casey talks about not having all the answers to the questions we’re asked.  Having unanswered questions “doesn’t mean we’re wrong or broken”.

‘The Investor’s Cheat Sheet’ – Phil Huber – BPs and Pieces

  • Investing is hard. Phil has outlined a cheat sheet to help identify characteristics of a good and bad trade.  These aren’t ironclad, as Phil puts it, but they certainly will help!

‘Here’s How the Quants Might Pick NCAA Basketball Winners’ – Aaron Brown – Bloomberg

  • Picking the NCAA winners is a tough business.  In this article, Aaron Brown breaks down how quant investors would pick them using techniques like factor investing.

‘Which of Baseball’s Most Unbreakable Records Might Actually Get Broken in 2019?’ – Sam Miller – ESPN

  • A truly interesting read for baseball fans.  Will someone ever break the single season HR record?  The 56-game hit streak?  Find out above.


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