Monday links: your inflation hedge
- May 6th, 2013
This is a quick and dirty version of the linkfest. We’ll get back to it tomorrow.
Quote of the day
Rick Ferri, “Owning a home may not lead to speculative windfall profits that some people earned a few years back, but it beats paying rent. If you can turn rent into something that appreciates with inflation, that’s a good investment.” (Rick Ferri)
Chat of the day
Corporate bond spreads have stopped shrinking. (Sober Look)
Seasonal tendencies are just that: tendencies. (Charts etc.)
The (really) bullish valuation case for the S&P 500. (Dr. Ed’s Blog)
Taxes are more important than alpha. (Turnkey Analyst)
Investors need to incorporate “thoughtful disagreement” into their processes. (Jason Zweig)
Investors are finding a middle ground between advisors and DIY investing. (WSJ)
Most of the big public university endowment funds can’t be a 60/40 portfolio. (All About Alpha)
How corporate executives benefit from share buybacks. (WSJ)
The ‘reach for yield‘ has reached equities. (Gavyn Davies)
Norway’s pension fund is buying more real estate. (FT)
A talk with Charlie Ellis, author of What it Takes: Seven Secrets of Success from the World’s Greatest Professional Firms. (Wealthtrack)
The 50 best websites of 2013. (Time)
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