Tim’s Top Links – 5/11/20

On Friday afternoon of last week, I spoke with Tom on Ep. 306 of the Mullooly Asset Podcast about the dangers of leverage in your investment account.

If you missed the episode, you can still listen to it here!

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

‘What Is Possible’ – Tom Mullooly – Jersey Shore Financial Advisor

  • In Tom’s latest post, he talks about re-thinking what is possible.  He shares examples of businesses all across the country doing their part to help out their fellow citizens.  Humans are resilient and resourceful, and we will look back at this time at be able to see that.

‘What to Expect When You’re Expecting (Outperformance)’ – Phil Huber – BPs and Pieces

  • Phil talks about the returns from certain factors in the market, and summarizes a piece by a co-worker that outlines what to expect when investing with factor tilts.  Phil highlights the top 3 points, and a link to the full article is available.

‘What Have We Learned Here?’ – Morgan Housel – Collaborative Fund

  • The last few months have showed a lot about how most businesses operate.  Morgan highlights a few of the lessons he’s learned like how most businesses operate on small margins, and finding out just who really is “essential” versus who gets paid like they are.

‘Some Thoughts, Worries, Questions About the Crisis’ – Ben Carlson – A Wealth of Common Sense

  • Ben compiles a group of a few random thoughts and questions about this crisis. He talks about how often wrong investors are about the market, what happens with schools in the fall, and more!

ENJOY!

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