All posts tagged Goodreads

  • 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.

  • Something good for the month

    February 27, 2020

    February 2020

    interesting links

    We were digging and digging to find the most interesting articles to present to you for the month of February. We hope you enjoy them as much as we did.


    Visual Capitalist: Visualizing the 700-Year Fall of Interest Rates

    How far can interest rates fall? Currently, many sovereign rates sit in negative territory, and there is an unprecedented $10 trillion in negative-yielding debt. This new interest rate climate has many observers wondering where the bottom truly lies.


    Profgalloway.com: LAnd of the Undead

    Most large entertainment media firms (Comcast, AT&T, Verizon, Netflix, Fox, Sony, etc.) will cede value to Amazon and Apple over the next decade. Similar to Walmart, Disney is the only incumbent with the assets, leadership, and shareholder base to land counterpunches on the purveyors of paper towels & AirPods. This week I shared my take on the streaming wars with 700+ people tuning into our livestream. We constructed a framework to separate winners from losers.


    CNBC: A huge driver of stock prices got off to its worst start in 7 years, but that could change

    Share buybacks, one of the key building blocks for the nearly 11-year bull market run, have gotten off to a slow start in 2020 that, if sustained, could pose a threat to the Wall Street rally.


    Fast Company: The 2019 Innovation By Design honorees point toward a more sustainable future

    The article highlights the innovation by design awards and how many of them are designing sustainable business practices.


    Visual Capitalist: Where Are the Oldest Companies in Existence?

    Where Are the Oldest Companies in Existence? The Companies With the Strongest Staying Power? The Oldest Company in Every Country, by Region?


    Forbes: 8 Scientific Facts Everyone Should Know About Leap Day

    Once every four years, at least under most circumstances, humanity inserts an extra day into our calendar year to help keep time: Leap Day.[…] Despite a bizarre historical origin and a series of urban legends surrounding it, Leap Day exists for scientific, not superstitious, reasons.


    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

    January 30, 2020

    January 2020

    interesting links

    We are always looking for great insightful articles to share within our community. There was no shortage of interesting articles for the month in January. We hope you enjoy them as much as we did.


    Latest memo from Howard Marks: You Bet!

    You can’t tell the quality of a decision from the outcome. This revelation had a profound influence on me as a 17-year-old and represented the first critical building block in my understanding of how the world works.


    Seth Klarman passionately defends value investing and said its time is coming again soon

    Billionaire hedge fund manager Seth Klarman defended value investing, saying in a letter to clients that several factors, including the proliferation of passive investing, have created market mispricings that will soon lead to a payoff for the long underperforming strategy.


    Forecasts or Nowcasts? What’s on the Horizon for the 2020s?

    As we enter 2020, a new decade, investment managers, economists, market pundits, and the like naturally turn to making all types of forecasts for the years ahead. In this article we offer our take on the difference between empirically based investment forecasts and “nowcasts,” the latter often touted and often wrong.


    The Global 100: Twelve of the world’s most sustainable companies are right here in Canada

    It turns out Canada is no slouch on the score of corporate sustainability leaders, with 12 publicly traded companies (with revenues over $1 billion) qualifying for the Global 100 in 2020.


    How to Build Your Own Escape Room

    You have walked through the door into a cheery startup office. Past the sea of monitors, colorful motivational posters adorn brick walls. There is a cabinet full of swag T-shirts and laptop dongles, and a Nerf gun lazily pokes out from under a couch. A monitor on the wall dutifully ticks down how much money is left in the bank. You are in one of two places. Maybe you are in the office of a real-life startup — or maybe you have found yourself in Startup Escape, the startup-cliché-filled escape room I built.


    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.

Want to hear something good?Sign up for updates