Back at it for another (short) week of Top Links. Hopefully everyone enjoyed a nice long weekend for Memorial Day!
Here’s what I’ve been reading this morning:
‘Making Sense of the Unemployment Numbers’ – Mullooly Asset Podcast
- In Ep. 308, I talk with Brendan and Tom about the unemployment numbers, as well as government bond yields and the state of the mortgage market.
‘The Great Reset’ – Justin Castelli – All About Your Benjamins
- While this pandemic has certainly brought a lot of negatives, one positive that Justin writes about in his latest post is the ability to hit pause and really examine what is most important in our lives. The constant chaos of day to day life has seemingly been stopped in its tracks allowing for time and reflection.
‘The Diversification Drag & the Management of Luck’ – Ben Carlson – A Wealth of Common Sense
- Most investors have heard the term ‘diversification’. However, when looking at returns over the last handful of years, diversifying away from U.S. large cap growth has seemed to cost you money. Ben writes about how diversification can end up saving you bad luck and bad timing.
‘Nobody Knows Nothing’ – Nick Maggiulli – Of Dollars and Data
- In his latest post, Nick dives into the subject of imposter syndrome. Everyone at some point asks themselves: am I good enough? Do I have what it takes? Nick tackles how to deal with those feelings.
ENJOY!
