The economy and markets tend to fair well under all government configurations. J.P. Morgan Asset Management
The Idea Farm
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Updates
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Meb Faber & Wesley Gray, Ph.D.discuss how the 351 exchange helps with taxes.
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Goldman Sachs: "For stock pickers the share of passive ownership of a company is much less important for valuation multiples than fundamental attributes."
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🎙️ Top Investing Podcasts of the Week 🎙️ Rick Ferri, CFA with Jason Zweig on his life, career, books, and Benjamin Graham https://lnkd.in/ghkHkYZQ Adam Taggart with Joel Salatin on why regenerative farming fixes our food problem. https://lnkd.in/gvuRaY3W
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Inflation since March 2020 via Edward Yardeni
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The Elaine Garzarelli Effect (via John Authers) https://lnkd.in/evbWsAQg
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The Best Investment Writing Podcast - New episode with Sparkline Capital's Kai Wu reading Partisan Investing. 🍎 Apple: https://lnkd.in/eHAjrKsA 🍏 Spotify: https://lnkd.in/e3TJ28Vr 📺 YouTube: https://lnkd.in/eBjSpSUW
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Diversifying away from USA stocks has mostly proved to be a regrettable decision during the last several decades. - Jim Paulsen
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