All posts tagged Goodreads

  • Something good for the month

    January 6, 2021

    December 2020

    interesting links

    2020 wasn’t an easy year and now when it is over we gallop to the new year and hoping for a better 2021! To sum up the year passed, we prepared our monthly selection of the most interesting links for the month of December. We hope you enjoy them as much as we did!


    Investment Executive | Industry outlooks tilt positive as 2021 dawns: Moody’s

    Sector outlooks improve, but uncertainty remains high.


    Enterprising Investor | Dollar-Cost Averaging (DCA): A Reappraisal

    After the 2020 market plunge and subsequent recovery, now is a good time to revisit the logic of dollar-cost averaging (DCA) in investing.


    Dr. Ed’s Blog | Inflation Was Sooo 1970s! Will It Roar Back in the 2020s?


    The Fire Wire | The Office Celebrates Peacock Debut With Matrix-Themed, Never-Before-Seen Cold Open

    Peacock is celebrating the debut of The Office on the streaming service with the release of a never-before-seen cold open inspired by The Matrix.


    Visual Capitalist | Visualizing the Biggest Tech Mergers and Acquisitions of 2020

    For most businesses around the world, 2020 was a year of difficulties, lost business, and economic hardship. For Big Tech, it was a boon.


    Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.
    The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.
    The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied, is made by Caldwell Investment Management Ltd. or its affiliates.

  • Thomas S. Caldwell, C.M.

    Chairman

    December 2, 2020

    You just finished reading a book on Winston Churchill by Erik Larson called The Splendid and the Vile. You had one great takeaway. What was it?

  • Something good for the month

    November 30, 2020

    November 2020

    interesting links

    We prepared our monthly selection of the most interesting links found online during the month of November. We hope they will make your day brighter and you enjoy them as much as we did!


    Investment Executive | Research reveals HNW investors’ motivations

    Wealthy investors rely more on professional advice, study finds.


    Financial Times | Why value investing still works in markets

    To buy something for less than it is worth is as useful as ever.


    Visual Capitalist | How Holiday Spending Compares Around the World

    New infographic from Visual Capitalist.


    The Ringer | The Feud at the Center of ‘Citizen Kane’ Is a Classic Hollywood Tale

    It’s a story of director versus screenwriter, legend versus fact—and it’s the foundation of David Fincher’s latest film, ‘Mank’.


    Time | 100 Best Inventions of 2020

    Every year, TIME highlights inventions that are making the world better, smarter and even a bit more fun.


    Good Housekeeping | These Will Be the Hottest Toys of 2020 — and Kids Will Flip for Them This Holiday Season

    Get the lowdown on all the cool, new toys, games, and collectibles coming out this year.


    Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.
    The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.
    The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied, is made by Caldwell Investment Management Ltd. or its affiliates.

  • Something good for the month

    November 4, 2020

    October 2020

    interesting links

    With all the noise on the Internet these days, we try to look forward and focus on these good reads found online in the month of October. We hope you enjoy them as much as we did!


    The Ringer | The Sean Connery Syllabus

    The actor behind everything from James Bond to Professor Henry Jones—and the inspiration for one of the greatest impressions in ‘SNL’ history—died at the age of 90 this past weekend.


    The Market | Inflation will be a game changer

    Jim Bianco, founder and chief strategist of Bianco Research, anticipates a surge in inflation confronting investors with entirely new challenges.


    The Market | Charting America’s Debt: $27 Trillion and Counting

    Since the Global Financial Crisis, America’s national debt has often grown at a faster rate than GDP.


    Latest memo from Howard Marks | Coming into Focus


    FA Mag | Investor Willingness To Pay For Advice Is On The Rise

    Investors want more advice than before, according to The U.S. Retail Investor Advice Relationships 2020: Accentuating the Value of Advice, a Cerulli report that found 56% of its respondents are willing to pay for professional advice, up from 51% in 2019.


    Bloomberg | Robinhood Users Say Accounts Were Looted, No One to Call


    Bridge | 8 Ways Top-Performing Financial Advisors Engage Their Clients

    Today’s advisor is facing greater pressure to deliver a high-caliber client experience. Given the increase in competition, especially digitally native solutions, advisors are continuously tasked with showcasing the value of their services and keeping their clients engaged.


    Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.
    The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.
    The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied, is made by Caldwell Investment Management Ltd. or its affiliates.

  • Something good for the month

    September 30, 2020

    September 2020

    interesting links

    This unusual 2020 is just flying by and we can’t believe tomorrow is already October! As usual, we prepared our top most interesting links found online to shed light on something good from the month of September. We hope you enjoy them as much as we did.


    The Grant Williams Podcast | The End Game Ep. 7 – Edward Chancellor

    Bill and Grant welcome historian, journalist and author Ed Chancellor to The End Game. Ed’s remarkable book, Devil Take The Hindmost, chronicles three centuries of bubbles and manias and, in this wonderful conversation, he shares his thoughts on how and why they end, the historical parallels previous bubbles share with today and the likely problems the world faces at it moves through The End Game.


    Dr. Ed’s Blog | The Future Is Coming: The Technology Revolution of the Roaring 2020s

    The future is always coming, of course. However, the future is already here to a large extent. Consider the following awesome technologies that are just starting to proliferate in ways that should boost productivity and prosperity.


    Farnam Street Blog | Being Smart is Not Enough

    When hiring a team, we tend to favor the geniuses who hatch innovative ideas, but overlook the butterflies, the crucial ones who share and implement them. Here’s why it’s important to be both smart AND social.


    Of Dollars and Data | No, This Isn’t a Repeat of the Dot-Com Bubble

    When it comes to the stock market, there seems to be just one question on everyone’s mind lately: Is this another dot-com bubble in the making?


    RIA | Technically Speaking: Tudor’s 10-Rules To Navigate Q4-2020

    Investing For The Rest Of 2020.Given the technical backdrop above, it should be evident that “risk” likely outweighs “reward” for the rest of this year.


    Visual Capitalist | Shapes of Recovery: When Will the Global Economy Bounce Back?

    Another great infographic from Visual Capitalist.


    Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.
    The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.
    The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied, is made by Caldwell Investment Management Ltd. or its affiliates.

  • Something good for the month

    September 2, 2020

    August 2020

    interesting links

    With this summer coming to an end we continue to experience this new normal. Below is our selection of the most interesting links for the month of August. We hope you find a moment to sit back and enjoy them as much as we did.


    Pocket | The Untold Story of Atari Founder Nolan Bushnell’s Visionary 1980s Tech Incubator

    After bringing us Pong and Chuck E. Cheese’s, the legendary entrepreneur built a startup factory that tackled 21st-century ideas with 1980s tech.


    Latest memo from Howard Marks | Time for Thinking


    The New York Times | Retail Chains Abandon Manhattan: ‘It’s Unsustainable’

    Some national chains, both retail and restaurants, are closing outlets in New York City, which are struggling more than their branches elsewhere.


    Dr. Ed’s Blog | Another Roaring Twenties May Be Ahead

    We seem to be living in unprecedented times. We always seem to be living in unprecedented times, according to conventional wisdom, mostly because we don’t spend enough time studying history. There’s certainly a precedent for our current times in the past, one that was truly unprecedented back then.


    The Reformed Broker | Art Cashin on the short-term effects of stock splits

    The legendary floor trader Art Cashin weighs in on the Tesla and Apple stock splits, which became effective today, in an emailed note. Excerpting a piece of it below…


    Fast Company | How TikTok could turn Walmart into an advertising powerhouse.

    By teaming up with Microsoft to acquire TikTok’s U.S. operations, the e-commerce giant could take on Google, Facebook, and Amazon’s huge ad businesses.


    Investment Executive | OSC survey reveals clients’ stress, satisfaction with advice during pandemic

    Most rated the advice they received positively, but a significant minority of clients weren’t impressed.


    Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.
    The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.
    The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied, is made by Caldwell Investment Management Ltd. or its affiliates.

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