Weekly Roundup, 26th May 2020
We begin today’s Weekly Roundup in the FT with the Chart That Tells A Story, which this week was about inflation.
Author: Mike Rawson
Sharpe Ratio
Today’s post is about the Sharpe Ratio, which compares the returns from an investment to their volatility / variability.
Expected Returns 7 – The Bond Premium
Today’s post is the seventh in our series looking at papers by Antti Ilmanen, as a prelude to tackling his magnum opus, Expected Returns.
May 2020 – Trades, Tips and Funds
Today’s post is another in the series of monthly roundups of the interesting investing tips I’ve come across, plus a summary of any trades that I make. Welcome to May 2020.
Weekly Roundup, 18th May 2020
We begin today’s Weekly Roundup in the Economist, where they were working out the costs of the lockdown.
The Sceptical Investor 4 – Bubbles, Valuations and Forecasts
Today’s post is our fourth visit to a popular UK investing book from last year – The Sceptical Investor by John Stepek.
Coronavirus Bargains 5 – ITs and consolidation
Today’s post is my fifth attempt to make sense of the market chaos wreaked by the coronavirus.
Weekly Roundup, 11th May 2020
We begin today’s Weekly Roundup in the FT with Merryn Somerset Webb, who was talking about Warren Buffett.
Michael Masters – Swimming Through The Markets
Today’s post is a profile of Guru investor Michael Masters, who appears in Jack Schwager’s book Stock Market Wizards. His chapter is called Swimming Through The Markets.
The Most Important Thing 4 – Patience and Luck
Today’s post is our fourth visit to The Most Important Thing by Howard Marks.
Piggyback Portfolio 22 – April 2020
Today post is another look at the Piggyback portfolio of stocks listed on the UK Main Market. How have the last five months gone?
