How to double your money with government bonds in less than 2 years

Posted Leave a commentPosted in Charts, News, Web finds

Today’s chart is thank’s to this tweet by Mohamed El-Erian. Government bonds bore most people, in part because they promise low fixed rates of return, barely above bank deposit rates, and often lock in their rates for long periods of time over which inflation could eat away the value of the principal returned at the […]

Vanguard ESG fund adds casino, oil, guns, and prison due to FTSE error

Posted Leave a commentPosted in News

It seems to have been a mistake by its index provider FTSE, but this tweet by Eric Balchunas of Bloomberg shows five stocks Vanguard‘s ESG fund that many professionals would not likely rank high on ESG measures. While I believe ESG and ethical factors in investing are far more subjective than quantitative factors like value […]

Educating, not selling

US 403(b) Plans’ High Fees Eat Teachers’ Retirement Plans

Posted Leave a commentPosted in News

One of my main missions as a fee-only investment advisor is to shine light on how every day professionals can best save and invest for retirement, and know exactly what they’re paying for such services and what they get from those services. I was glad to see this latest Barron’s article highlighting US teachers’ 403(b) […]

Elon Musk loses investors billions, takes home >$500mio

Elon loses investors billions, takes home over $500 million

Posted Leave a commentPosted in News

When coming up with lists of stocks to avoid investing in, starting with companies with the most excessive executive compensation can often be a good place to start. While I do believe top-talented executives should be paid well for making us shareholders wealthier, I feel I get a better sense each year of which multi-million […]

Hopewell Center

Hopewell is taking your shares private at 40% below book value, but about half of Hong Kong listed stocks trade at discounts anyway

Posted Leave a commentPosted in News

Webb-site.com recently wrote about the vote yesterday to take Hopewell Holdings (SEHK: 00054) private at a roughly 40% discount to book value. This is still a premium to its earlier trading price of more than 60% below book value, so investors in 00057.HK still made money, though not as much as if the whole book […]

Why not ETFs

Why you may not be investing more in ETFs

Posted Leave a commentPosted in News

This tweet by @nategeraci, @cerulli_assoc and @daniilatcerulli was one of those I found good enough to share and save here for future reference. It ranks what non-ETF users are currently looking for and waiting for before using ETFs. The first and third ones are the most obvious: about half of non-ETF users surveyed said they […]

Buffett on Kraft-Heinz

Buffett’s $2.7 billion loss on Kraft-Heinz

Posted Leave a commentPosted in News

Anand and I are long time fans and students of Warren Buffett. The recent news that the legendary investor’s firm Berkshire Hathaway lost $2.7 billion last month on their stake in Kraft-Heinz did not reduce my respect and admiration of his wisdom by even one bit, but of course drove me to ask how I […]

Greater Bay Area GDP of Hong Kong + Shenzhen + Guangzhou over $ 1 trillion

Infographic: $1 trillion GDP of Hong Kong + Shenzhen + Guangzhou in the “Greater Bay Area”

Posted Leave a commentPosted in News, Web finds

Today’s infographic comes from Bloomberg, whose article on the soon-to-be open bridge from Hong Kong to Macau and direct high-speed train to Guangzhou included a bubble map of the relative GDPs of the “Greater Bay Area”. At the turn of the century, I lived in San Francisco where I often heard the term “Bay Area” […]

Video: My Interview on Fintech Innovation, AI, and Robo-Advisors

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Interview with Jose Allan Tan of Enterprise Innovation on Fintech, AI, and Robo-Advisors