Best Investing Ideas

Great articles on investing and what differentiates a great investor from the masses. Regardless of whether or not you pay a professional investment manager, these are concepts you should understand.

Recession-Proof Your Finances

Recession-Proof Your Finances

A recession is coming. We don't have an exact date, but still we know one will occur. The question is are your finances ready?

medium.com
Bond Spreads Spook the FOMC

Bond Spreads Spook the FOMC

What REALLY happened in the stock and bond markets the past several months? Chris Whalen explains plus offers insights on what's next.

theinstitutionalriskanalyst.co
Ten Years After the Crash, We’ve Learned Nothing

Ten Years After the Crash, We’ve Learned Nothing

The great financial catastrophe of our times is still badly misunderstood, and led to grotesque consequences, including the election of Donald Trump.

rollingstone.com
Ragin Contagion in Non-Bank Finance

Ragin Contagion in Non-Bank Finance

With interest rates rising and the accumulated backlog of defaulted mortgages largely (but not entirely) resolved, mortgage firms are now facing the worst of all possible worlds.

theinstitutionalriskanalyst.co
Things Fall Apart (Part 3)

Things Fall Apart (Part 3)

Should you worry about the Fed, China and Italy? They are the Three Horsemen of the Investment Semi-Apocalypse but there's a Fourth Horseman. And it will change EVERYTHING about investing.

epsilontheory.com
The Most Important Number in Finance Is Going Away. Wall St. Isn’t Prepared.

The Most Important Number in Finance Is Going Away. Wall St. Isn’t Prepared.

The benchmark for everything from adjustable mortgages to trillions of dollars of derivatives is set to disappear by 2021. Regulators are worried that banks aren’t taking the change seriously enough.

nytimes.com
Mind the Trap Door

Mind the Trap Door

(from John Hussman) - "Overvalued, overbought, overbullish” is not enough. There also must be explicit deterioration in market internals before adopting a negative market outlook. That, however, is the case today.

hussmanfunds.com
Beware ‘the Mother of all Credit Bubbles’

Beware ‘the Mother of all Credit Bubbles’

Mortgage debt fueled the last bubble. Corporate debt is fueling this one ... and there is more of it than last time.

medium.com
The Psychology of Money

The Psychology of Money

Want to be a good Investor? It's not what you know about finance. It’s what you know about how people behave with money - especially yourself.

collaborativefund.com
The War Between Fear and Evidence

The War Between Fear and Evidence

Fear usually wins in the short run but investing (like most of life) is about the long run. Stick with the evidence.

ofdollarsanddata.com
Measuring the Bubble

Measuring the Bubble

John Hussman, PhD., manager of Hussman Funds boils down 140 years of market history to a few important points that every investor should understand.

hussmanfunds.com
In the Real World, Perfect Investing Strategies Don't Exist | RealClearMarkets

In the Real World, Perfect Investing Strategies Don't Exist | RealClearMarkets

When it comes to investing, most people are in search of reliable return streams to facilitate lifestyles and legacies they aspire to. And while we are all unique, we have many things in common in...

realclearmarkets.com
The War Between Fear and Data – Emotions vs. Evidence

The War Between Fear and Data – Emotions vs. Evidence

While humanity has access to more information today than ever before, facts are consistently drowned out by compelling narratives - especially those that rely on fear. This couldn't be more true with your investments.

ofdollarsanddata.com
Behavioral Finance is for Individuals, Not Markets

Behavioral Finance is for Individuals, Not Markets

I believe (as does this author) that it’s more profitable to help people make better decisions, than to take advantage of the poor decisions people can make. Warning: this post is idealistic and potentially naive.

dpegan.com
Be Good Enough

Be Good Enough

Wealth Health Investing Rule #1 - Sticking to an investment policy for the appropriate timetable for that policy (many years) is what matters.

As this article says, "Creating the proper asset allocation and staying with it has a much bigger impact on your returns than selecting the best performing funds within those asset classes."

theirrelevantinvestor.com