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Here’s what I’ve been reading this morning:
‘Being Honest About Your Investment Performance’ – Nick Maggiulli – Of Dollars and Data
- Holding yourself accountable is really important, especially in investing. Nick does just that in his latest post. He goes back to 2013 and analyzes his portfolio performance over the years, where he outperformed and underperformed, and why.
‘Peter Lynch is the GOAT’ – Barry Ritholtz – The Big Picture
- If you were to ask a group of people who the “GOAT” of investing is, you would probably get a lot of Warren Buffett answers among a few others. Barry writes in his latest post about why the GOAT of pure stock-picking is Peter Lynch.
‘How Worrisome is the Rise in Interest Rates?’ – Cullen Roche – Pragmatic Capitalism
- For the better part of a year, the news has been all about how low interest rates are and the impact they’re having on the markets. Now, the story has flipped to rising interest rates – relatively speaking. Cullen weighs in on just how big a deal this rise in rates really is.
‘Should You Refinance Your Mortgage?’ – Peter Lazaroff
- Refinancing to a lower mortgage rate has been a popular thing to do over the last year or so. Peter weighs in on the question of if you should refinance. He walks readers through the thought process behind answering that question as well.