I have to laugh at the amount of articles out there talking about how “we’re close to escaping another year of earnings”. Yes, that is true, until 3 months from now when we start it all over again. Earnings don’t go away. A better idea is to learn to construct a portfolio that doesn’t self-destruct based on one company’s poor earnings.
Here’s what I’ve been reading this morning:
‘Fickle Investors Have Missed Out on This ETF’s Momentum Strategy’ – Ben Johnson – Morningstar
‘Most of What You Probably Think About Investing Is Wrong’ – Lawrence Hamtil – Fortune Financial
‘Knocking Down A Straw Man’ – Josh Brown – The Reformed Broker
‘A Case Study in Investing Objectivity’ – Barry Ritholtz – Bloomberg View
‘Technology & Scale in Asset Management’ – Ben Carlson – A Wealth Of Common Sense