What we are reading on 10/31/2017

Here’s what we are reading today. We do not necessarily agree with the opinions expressed therein and we disavow any actual or implied investment advice therein. In no particular order:
How I Spent The Last 3 Years Becoming Minimalist And Why You Should Too
Death cleaning
Some cities may be in housing bubbles
Are insect populations declining?
Seven Ways To Reduce Stress In Anxious Times
The many benefits of finishing college
How To Win With A Narcissist: 5 Secrets Backed By Research
Gimme shelter: the real cost of renting vs. homeownership
Will Value Investing Rise From The Dead?
Coping with the public employee pension albatross
Health Care Costs in Retirement
The Bitter Irony about Today’s “Real Disposable Income”
Scott Evans: We’re Living in a Period of Time that’s Extraordinary
Your Credit Information and the End of Privacy

What we are reading on 10/24/2017

Here’s what we are reading today. We do not necessarily agree with the opinions expressed therein and we disavow any actual or implied investment advice therein. In no particular order:
Short-Term Rational, Intermediate-Term Irrational?
Early Hibernation
Low Volatility In Everything
Beneath The Market Rally A Lot Less Trading
A Letter To Jamie Dimon
Why Are Humans So Hairy?
Where’s The Proof That Mindfulness Meditation Works?
How Smartphones Hijack Our Minds
Trend-Following: A Deep Dive Into A Unique Risk Premium
A Fund Flows Theory for Value and Momentum Investing
A Potential Winner: Buying Lottery Stocks with Low Short Interest
Nosebleed Valuations Persist In US High Yield
Too Complacent?
Unprecedented times in so many ways
Is Europe Repeating The 1930s?

Central Bank Monitor as of 10/18/2017

Each month, we track the monetary base for the world’s major central banks. Changes in the monetary base may have an effect on the prices of financial assets such as stocks and bonds.

Notwithstanding a modest retrenchment in October and November (2016), the central banks we cover continue to create money at an astonishing rate. We think the most profligate money printers are Europe and China.

Here is the data through the end of the last month:

What we are reading on 10/17/2017

Here’s what we are reading today. We do not necessarily agree with the opinions expressed therein and we disavow any actual or implied investment advice therein. In no particular order:
Stock Returns And Tips Yields
Focus What Distinguishes Trading
Strategy Is Not A To Do List
Positive Signs For US Retirements
The Pessimists View Of US Retirements
Cities And Suburbs Are Becoming Pretty Similar
Trump And Stocks: What Gives?
Rallys Relentless Bid Registering Records
How The US College Went From Pitiful To Powerful
Want To Ditch Social Security Numbers Try Blockchain
First Evidence That Online Dating Is Changing The Nature Of Society
The 10-10-10 Method Make Decisions Like Warren Buffett And Ray Dalio
Ben Bernanke Is Worried, Maybe We Should Be
The Most Important Thing That Counts in Investing is Character
Why The Cost Of College And Student Loan Debt Won’t Go Down
Globalization Is Poverty: “The Endgame Is Painfully Obvious”
Proposed Tax Changes Could Make 529s More Flexible
Why current market valuations are not justified by interest rates
The price to book magic formula investment strategy

What we are reading on 10/10/2017

Here’s what we are reading today. We do not necessarily agree with the opinions expressed therein and we disavow any actual or implied investment advice therein. In no particular order:
The Many Virtues of Simplicity
New Neuroscience Reveals 2 Rituals That Will Make You More Mindful
Death, Taxes, and Mean-Reversion?
Tactical, But When?
Suggestion of a New Currency Factor Model
High Yield Investing: Corporate Bonds versus Equities
Why Does Larry Swedroe Hate Dividends?
Here’s how your investments can survive a world of trouble
Real M0 Money Supply’s Trend Is Positive For First Time Since 2016
A Tiny Country proves why Bitcoin can never be banned
Kyle Bass on Greece, Puerto Rico and Cryptocurrencies
There’s more to Sonoma County’s illegally granted pension increases
The Hated Dollar Resurges. But Why?
California’s Housing is Bleeding Out and We Apply Band-Aids
Value About To Outperform Growth
Why market valuations are not justified by low interest rates.
The Logic of Risk Taking
How to be Rational about Rationality

What we are reading on 10/3/2017

Here’s what we are reading today. We do not necessarily agree with the opinions expressed therein and we disavow any actual or implied investment advice therein. In no particular order:
Value investing theory v. practice
Compound Your Face Off
What will happen to value investing?
Driving Down Costs
Investors expect the stock market to decline. Most are not doing anything about it.
Riding The Wave Of Managed Futures
A more efficient running sneaker?
When Should You Stop Putting Food In Your Mouth Each Night?
The college degree is being replaced by something better.
Venture capital for value investors
Factor Olympics: Q3 2017
TAA vs buy and hold in overvalued markets
Are cost pressures increasing?
Mesmerizing 30 Day Timelapse At Sea
Should You Graduate College in Three Years?
Prices Paid Signal an Inflationary Spike is Coming
6 Fast Facts About 529s
Equifax fallout
Blissful delusion