Wednesday, October 31, 2018

Get the Edge:
Click here to view an archive of interesting reads, fundamental investment topics, insights and more
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Today's links:

Markel's Tom Gayner on how he became a successful investor (Link)
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The surprising power of the long game (Link)
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The psychology of sitting in cash (Link)
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When the great alpaca bubble burst (Link)
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 Nothing's scarier than...


(Source)

Stay spooky. Happy Halloween from the EdgePoint Team.



Tuesday, October 30, 2018

Get the Edge:
Click here to view an archive of interesting reads, fundamental investment topics, insights and more
          ___________________________

Today's links:

Is Smart Beta really smart? (Link)
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Disrupting addresses using a three word system (Link)
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Probiotics & antibiotics create a killer combination (Link)
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The fall issue of Graham & Doddsville (Link)
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Check out Tye's email on the reappearance of our old friend: Volatility

From: Tye Bousada
Sent: October 26, 2018 5:27 PM
Subject: Thoughts

Team,

I’m sure you’ve noticed volatility is back.  I’m sure you also know from the mood of the investment team that we like it. 

Since 1980, the average intra year peak to trough decline in the S&P 500 Index has been around 13.8%.  For the MSCI World Index, the average since 1980 has been about 14.4%*. 

Saturday, October 27, 2018

Your weekend edge:
Click here to view an archive of interesting reads, fundamental investment topics, insights and more
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Today's links:

When you can’t afford to make a mistake, this will keep you sharp (Link)
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Chinese millennials

  
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The economy vs. the stock market in emerging markets – Most emerging markets are down this year, but some are down more than others, and their economic prospects vary   (Link)
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Buffet-owned Brooks Running considers moving out of China due to looming tariffs (Link)
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📺 Check out this video of a prototype self-checkout system using machine vision.
By installing a few cameras, the receipt is pushed to the customer's phone. No scanning! (Link)
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Should a self-driving car kill the baby or the grandma?  Depends on where you're from (Link)          

Friday, October 26, 2018

Get the Edge:
Click here to view an archive of interesting reads, fundamental investment topics, insights and more
          ___________________________

Today's links:

Put on your reading socks this weekend & check out Derek's favourite fixed income books (Link)
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Market pullbacks are normal – See chart for number of 5% or more declines annually

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U.S. National Bureau of Economic Research estimates that rents decrease by 3% for each 2% increase in the housing stock (Link)
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78% of Americans view renting as more affordable than owning (Link)
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$ Risky loans are making a comeback (Link)
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Complacency before the slaughter – The rise of bond and loan ETFs has given investors the illusion of liquidity in an ever illiquid debt market (Link)
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Humble exits – Embracing humility in the face of success (Link)
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The bear and the bull

Thursday, October 25, 2018

Get the Edge:
Click here for interesting readings, views, book recommendations, insights and more
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Today's links:

A change in perspective - Rethinking how to make investment decisions (Link)
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The story of how Vancouver became the city that had too much money (Link)
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🔊 When to trust your gut – Michael Mauboussin (Link)
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Trying to disrupt the rating agencies (Link)
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$ Cheat to win – How China systematically pries technology from U.S. companies (Link)

 

Wednesday, October 24, 2018

Some interest-ing links:

The same coin – Rising rates are bad…and good (Link)
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🔊 Howard Marks discusses the interest-rate machine (Link)
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📺 Historian James Grant on why interest rates matter (Link)
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$ Why today’s U.S. wage growth is low despite the current unemployment rate (Link)
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Designer babies aren’t futuristic – They’re already here (Link)

Tuesday, October 23, 2018

The Oscar speeches will probably be shorter – Actors digitally preserving themselves to continue their careers beyond the grave (Link)
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Hidden beneficiaries – Not everyone will suffer from a market correction (Link)
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Poker champion Annie Duke on making smarter decisions when you don’t have all of the facts (Link)
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Tea isn’t the only thing brewing in China – Are high valuations a sign of another bubble?  $ (Link)
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Interesting charts from Citi Research - Chinese wages no longer entice manufacturers to locate in China.




Monday, October 22, 2018

The U.S. Geological Survey says there’s a 99.7% chance of a 6.7 earthquake or higher hitting somewhere on the Pacific Coast before someone taking out a 30-year mortgage today could pay it off  (Link)
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A fine line – The margin between investment grade and junk is closer than some people might think (Link)
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Haste makes waste – The danger of companies growing too fast (Link)
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Time horizon vs. endurance – How much time you have to achieve your goals vs. whether you’re situated to hang around long enough to take advantage of that horizon (Link)
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How the Ford government could reduce home hydro bills by 24% (Link)