Tim’s Top Links – 4/30/19

Well, tomorrow is May.  So that means lots of “Sell in May, Go Away” articles will be re-published, and Justin Timberlake memes saying “It’s Gonna be May”.

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

‘Nobody Gets Out Alive’ – Anthony Isola – A Teachable Moment

  • Nothing is permanent in life, and yet we refuse let go of things.  The same goes for investments.  “We are control freaks in uncontrollable markets”.

‘Big and Slowing or Small and Growing’ – Josh Brown – The Reformed Broker

  • Being a big business and still growing is ideal.  But it’s better to be small and growing than big and slowing as Josh explains in his latest post.

‘Investing Stranger Things’ – Justin Mallory – The Real Wealth Farmer

  • Just like nostalgia takes decades to set in, investors often resist changing their ways for years on end.

‘Rethinking International-Stock Asset Allocation’ – John Rekenthaler – Morningstar

  • In his latest post, John proposes modifying the way investors portion out their international investments.


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