Tim’s Top Links – 4/22/20

Even though we have no sports to watch, the NFL is making sure sports fans have plenty to talk about.  The news of Rob Gronkowski coming out of retirement, being traded to Tampa Bay, and reuniting with Tom Brady is enough to keep us busy for a few days.

Not to mention, the NFL draft is tomorrow night!

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

‘What Lessons Should Investors Learn from the Coronavirus Bear Market?’ – Joe Wiggins – Behavioural Investment

  • There are plenty of lessons to learn in this environment, but Joe highlights a few key ones.  He talks about the love/hate relationship with cash, lumpy returns on your investments, why it’s so hard to make good long-term decisions, and more!

‘Stop Doing Stupid Stuff With Your Money’ – Josh Brown – The Reformed Broker

  • Given what has happened with oil futures and funds like USO, Josh reiterates his stance on the “need” for commodity investing.  He stresses the difference between commodity investing and trading, and using the actual commodity, versus equity exposure to the area or futures contracts.

‘Returning Cash to Shareholders is Often Better than the Alternative’ – Michael Batnick – The Irrelevant Investor

  • Michael provides some insightful data on the stance of companies providing dividends or using buybacks.  As Michael says, a lot of people already have their minds made up, but that doesn’t mean you should ignore the numbers on the matter.

‘The Importance of Dancing Like an Idiot’ – Alain de Botton – The School of Life

  • Not market-related, but this video explains the importance (both mentally and physically) of letting loose and dancing like an idiot every once in a while.  Especially during times like this, finding time to relax and be care-free is so important! (And dancing like an idiot is super fun!)


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