All posts tagged Goodreads

  • 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 Brocker | 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.

  • Something good for the month

    July 28, 2020

    July 2020

    interesting links

    It is the middle of summer and we are busy as a bee looking for the most interesting stories for the month of July. We hope you enjoy them as much as we did.


    FS Blog | Making Effective Decisions and Fewer Errors

    Few things will change your trajectory in life or business as much as learning to make effective decisions. The decision-making principles in this article aren’t pulled out of thin air. They’re the result of many years of experience and experimentation.


    Fast Company | How Slack could reshape the entire Big Tech antitrust debate in the U.S.

    The outcome of Slack’s antitrust action against Microsoft and Teams may send shock waves through antitrust probes against Big Tech in the United States.


    The Market | Central Banks have Become Irrelevant

    The Scottish market strategist Russell Napier warns that investors should prepare for inflation rates of 4% and more by next year. The main reason: Governments have taken control of the money supply.


    Bloomberg | Executives at Bankrupt Companies Scored $131 Million in Bonuses

    Before the bankruptcies came the bonuses: $10 million at J.C. Penney Co., $25 million at Chesapeake Energy Corp., $1.5 million at Hertz Global Holdings Inc.


    Pocket | Should Quantum Anomalies Make Us Rethink Reality?

    Inexplicable lab results may be telling us we’re on the cusp of a new scientific paradigm.


    CTV News | Plant a seed, help a bee: Experts urge Canadians to plant wildflowers to save bees from decline

    Experts are once again urging Canadians to help save wild bees after yet another study predicted a dire future for the species crucial to our food system, and they say anyone with a backyard can help the cause.


    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

    July 6, 2020

    June 2020

    interesting links

    We’ve put together our favourite links to read for the month of June. We hope you enjoy them as much as we did.


    Advisoranalyst.com | Is It Time To Retire The 60/40 Portfolio?

    If ever there was a mantra in the investment world, it is that you have to diversify. Everyone knows that combining uncorrelated assets into a portfolio reduces the risk of destructive drawdowns. For several decades now, the iconic way to realize diversification in investment portfolios has been through a balance of 60% stocks and 40% bonds (60/40).


    Fast Company | The travel industry will survive COVID-19, but with big changes

    In Fast Company’s Shape of Tomorrow series, they are asking business leaders to share their inside perspective on how the COVID-19 era is transforming their industries. Here’s what’s been lost—and what could be gained—in the new world order.


    Latest memo from Howard Marks | The Anatomy of a Rally


    YouTube channel | Data is Beautiful

    A first-year PhD student, data geek, who enjoys making visualizations as a hobby.


    LinkedIn | The Big Cycles Over The Last 500 Years

    Lengthy LinkedIn posting from Ray Dalio covering key excerpts and elements from his book, The Changing World Order.


    Jasonpereira.ca – The Wisdom of Wealth Management Blog | Questrade’s Marketing: Valid Points, the Denial of the Value of Advice, and Undeliverable Brand Promises.

    There’s one company in Canada that financial advisors almost universally hate: Questrade. It’s no mystery as to why; after all, Questrade has – for years – focused its marketing efforts on ads attacking the advisory industry, questioning our value and above all else, our cost.


    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

    May 29, 2020

    May 2020

    interesting links

    We’ve put together our top 6 favourite links to read for the month of May. We hope you enjoy them as much as we did.


    Investment Executive: The future of client relationships post-lockdown

    Four positives that may come out of the pandemic.


    Visual Capitalist: The 50 Most Important Life-Saving Breakthroughs in History

    For most of civilized history, life expectancy fluctuated in the 30 to 40 year range.[…] From 1900 to 2015, global life expectancy more than doubled, shooting well past the 70 year mark.


    Latest memo from Howard Marks: Uncertainty

    As everyone knows, today we’re experiencing unprecedented (or at least highly exceptional) developments in four areas: the pandemic, the economic contraction, the oil price collapse and the Fed/government response. Thus a number of considerations make the future particularly unpredictable these days.


    Financial Post: What Canada’s big pension plans were buying and selling in the first quarter of the COVID-19 market

    Major funds took different strategies to navigating rocky first quarter.


    Advisor’s Edge: Advisors add 2.88% in value, study finds

    Activities like rebalancing and behavioural coaching can generate additional returns, finds Russell Investments.


    Youtube: SomeGoodNews

    John Krasinski’s weekly highlights on some good news from around the world.


    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

    May 5, 2020

    April 2020

    interesting links

    We’ve put together our favourite reads for the month of April. We hope you enjoy them as much as we did.


    Latest memo from Howard Marks: Knowledge of the Future

    In the past, I’ve defined investing as the act of positioning capital so as to profit from future developments.  I’ve also mentioned the challenge presented by the fact that there’s no such thing as knowing what future developments will be.  This is the paradox we must deal with.


    Epsilon Theory: Bear Stearns and the Narratives of Systemic Risk

    In May 2007, Bear Stearns – one of the crown jewels of Wall Street – traded at nearly $160 per share. The S&P 500 peaked five months later, in October 2007. Five months after that, in March 2008, Bear Stearns was taken out in the street and shot in the head by regulators. The stock closed at $2 per share that day.


    Fast Company: Shopping malls were dying before COVID-19. Imagine them post-pandemic

    The Great American Mall. Most of us know it as the gleaming postmodern shopping temple of the ’70s, ’80s, and ’90s, pillared by mighty department stores, where worshippers laid their wallets on the altar and prayed to the gods of capitalism. But amidst the retail apocalypse of the past decade, those malls have been slowly disappearing—a cultural death now hastened by the global pandemic


    Youtube: SomeGoodNews

    John Krasinski’s weekly highlights on some good news from around the world.


    Investment Executive: Client satisfaction with firms increases year over year: survey

    However, if brand trust is weak, only 16% of investors say they’ll stay loyal.

    Economic uncertainty and market volatility could cause some wealth management firms to struggle to retain clients who become unsatisfied. However, firms with higher levels of brand trust will likely better weather the storm…


    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

    April 2, 2020

    March 2020

    interesting links

    We’ve put together our “most interesting links compilation” for the month of March. We found it odd posting all the pandemic information under our Tell Me Something Good title, but sometimes bad news can turn into good news…

    YouTube: Some Good News with John Krasinski

    John Krasinski highlights some good news from around the world, including an interview with Steve Carell to mark the 15th anniversary of The Office.


    Latest memo from Howard Marks: Flattening the Curve

    The spread of the virus has been described as “exponential”. Most people use this word without understanding precisely what it means. In short, exponential growth is the real-world version of what people in our business refer to as compounding. In other words, there’s a growth percentage and the parameter in question increases by that percentage every period. Thus, the rate of growth is constant and the magnitude of the increase grows in each period. For years we’ve talked about things on the Internet “going viral.” This is what exponential growth means.


    Institutional Investor: Restaurants Are Being Destroyed. Money Managers Should Be Scared.

    Unlike 2008–2009, when the cause of the market meltdown was at least industry-related, today these entrepreneurs, who risk everything to create better investment outcomes for clients and their beneficiaries, fail for no fault of their own. And these are the managers — especially emerging managers — that tend to outperform their more established peers and produce the Alpha we so desperately seek.


    Visual Capitalist: The Hardest Hit Companies of the COVID-19 Downturn: BEACH

    The market’s latest storm has plunged the global travel industry into uncharted territory. Since the S&P 500 market high on February 19, 2020, market capitalizations across BEACH industries — booking, entertainment, airlines, cruises, and hotels — have tumbled. The infographic profiles the steep losses across BEACH companies.


    World Economic Forum: How big business is joining the fight against COVID-19

    As the number of confirmed COVID-19 coronavirus cases continues to rise, exceeding 350,000 on 23 March, 2020 something else is starting to happen around the world – entrepreneurs, businesses and multimillionaire philanthropists are pledging their support. Some are augmenting the work of public bodies, while others are filling gaps that might otherwise have been left unfilled. Here is a round-up of some of the activities and initiatives undertaken by private-sector organizations that are helping to combat the coronavirus.


    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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