Famous Last Predictions
A quick note… You’ll notice this week’s format is a bit different. That’s because, we’ve jumped on the bandwagon and have moved to substack for our biweekly newsletters! This way if you ever miss one, you can just visit our substack page to view all previous posts.
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Latest Blog Post
Famous Last Predictions -
In our latest blog posts we give our take on the three biggest risks in the market (The election, The Virus and The Valuations) and why we remain invested. We also then uncharacteristically make predictions for the future - or as we call it ‘Famous last predictions’. Click here to read our thoughts.
Farrer Fun Fact
The Power of Musicals - Despite Disney’s first-in-class brands, Hamilton blew all other titles out of the water with regards to new signups.
(Source: Matthew Ball Twitter @ballmatthew)
Articles and Videos of the Week
Recently, we came across the Collaborative Fund blog, and saw this phenomenal piece on “Common Causes of Very Bad Decisions.” Click here to read it, its a must. (Thank you to Arun C. and the A Few Things newsletter for bringing it to our attention)
Got kids or teenagers and want to teach them about investing? Bill Ackman tries to cover the subject in under 45 minutes, and does a pretty good job of it in this video.
We rarely read macroeconomic pieces, but when we do its by Lyn Alden Schwartzer. She is simply the best. Read her September update on the Fed, household investments, and equity valuations. (Thank you to Patrick D. for highlighting this piece)