The Population Problem
This week we discuss how 'underpopulation' is more a risk now than 'overpopulation', see what effect interest rates have on markets, and hear stories about a South American e-commerce giant
Dear Clients and Friends of Farrer Wealth Advisors, we are pleased to bring you the Farrer Wealth Biweekly Blast, which includes our latest blog posts, fun facts, and general articles we find interesting. Happy reading and happy investing!
Latest Blog Post
Apologies for missing our previous fortnightly post, we were busy welcoming someone to the family. This event in turn inspired us to write this week’s blog post on:
The Population Problem - While most of the world believes that overpopulation is a threat to humanity, in fact, the opposite could be true. We discuss how declining birth rates globally are a real threat, and what kind of investment opportunities/risk it provides. Click here to read our latest blog.
Farrer Fun Fact
The Interest-ing Effect: The above shows the S&P 500s performance during periods of increasing rates. Generally the rising rate trend is actually quite positive for stocks.
Articles and Videos of the Week
We really enjoyed this episode of GoodInvesting TV where they interviewed Worm Capital and why the fund has such high stakes in Tesla and Spotify.
The Generalist posted this incredible piece on the 6 Stories of Mercado Libre. It is a great overview of the South American e-commerce giant.
Its inspiring to see veteran investors constantly trying to become better and improve their investment strategies. This talk from Monish Pabrai on the topic “From Ben Graham to Phil Fisher” was a real treat.
We re-read this piece titled “The Art of (not) Selling” which was an interesting reminder about what “buy and hold” really means in these volatile times.
Not entirely investing related, but loved this thread on 42 lessons about Business, Relationships, and Life.