The Compound Archives - The Compound News

“Rebalancing is not an unmitigated good.” 🤔 – John Rekenthaler

Posted on May 29, 2020May 29, 2020 by tadas

https://www.morningstar.com/articles/986671/should-you-let-your-stocks-ride

US money market funds are waiving fees to avoid negative yields 0️⃣💸 – @FT

Posted on May 29, 2020May 29, 2020 by tadas

https://www.ft.com/content/c8f86c52-9d9f-456a-9192-1e95ada139fe

The pandemic has gotten Americans to hoard cash as the personal savings rate surged in April 💰🏦 – @CNBC

Posted on May 29, 2020May 29, 2020 by tadas

https://www.cnbc.com/2020/05/29/us-savings-rate-hits-record-33percent-as-coronavirus-causes-americans-to-stockpile-cash-curb-spending.html

“While we look to the past for guidance as to the “worst case,” there’s no reason why future experience should be limited to that of the past.” 📖🚧 – Howard Marks

Posted on May 29, 2020May 29, 2020 by tadas

https://www.oaktreecapital.com/docs/default-source/memos/uncertainty-ii.pdf

“Whenever the role of investing and luck comes up, people sometimes overlook a simple fact: The year in which they were born.”🍀🎲 – @ritholtz

Posted on May 28, 2020May 28, 2020 by tadas

The “Unluckiest” Generation

“Stuff that “never” happens in the markets seems to happen all the time now.” 🤷🤷‍♂️ – @awealthofcs

Posted on May 28, 2020May 28, 2020 by tadas

https://awealthofcommonsense.com/2020/05/a-one-of-a-kind-market-environment/

Why there is a big difference between ‘fast’ and ‘slow money’ 🐇🐢 – @blairhduquesnay

Posted on May 28, 2020May 28, 2020 by tadas

The Slow Money

“Predictions that come true bring invitations to be on CNBC. Predictions that don’t bring client redemptions. Black and white.” 📺💸 – @morganhousel

Posted on May 28, 2020May 28, 2020 by tadas

https://www.collaborativefund.com/blog/why-were-blind-to-probability/

The US-China trade war has erased $1.7 trillion from US companies’ market value: Fed

Posted on May 28, 2020May 28, 2020 by Joshua M Brown

https://www.businessinsider.com/trade-war-cut-trillion-stocks-market-value-us-federal-reserve-2020-5

Walt Disney World has a plan to reopen in mid-July, but things are going to operate a lot different 🐭🧚🏰 – @NYTimes

Posted on May 28, 2020May 28, 2020 by tadas