12 December 2014

Weekend Reads for Global Investors: Most Popular Links of 2014

Posted In: Weekend Reads

This is the last Weekend Reads for Global Investors of the year. It seems a perfect time to look back and see what our readers have liked the most among the myriad links curated. I’ve grouped the top 11 links (the last two were a tie) around three major themes. Each link is numbered according to its ranking.

Theme 1: Our readers seemed generally concerned by the market’s bullish run and turned to investment luminaries and history for guidance during these turbulent times.

1. “Buffett Builds US$55b Green Pile as Individual Investors Cut Cash Holdings” (South China Morning Post)

5. “Stock Market Since 1900” (The Big Picture)

7. “Gundlach: We’ve Seen the Stock Market Top” (Business Insider)

8. “For Wonks Only” (PIMCO)

Theme 2: Many readers opted for lighter offerings — it’s the Weekend Reads after all!

2. “This Flowchart Tells You When to Worry about Anything” (lifehacker)

3. “Twenty-Five Thanksgiving Jokes That Will Get You Through Dinner with Your Family” (Huffington Post)

9. “Five Tips for Off-the-Cuff Speaking” (Harvard Business Review)

10. No matter whether you are an investor or a trader, it is never a bad idea to revisit the teachings and the story of Jesse Livermore once in a while. “Nine Surprising Things Jesse Livermore Said” (The Reformed Broker)

Theme 3: A dedicated group of readers honed in on some serious material rooted in rigorous research.

4. Jim O’Shaughnessy on factor-based research and investing. (What Works on Wall Street)

6. Here’s a detailed treatment of why QE did not work covering a long time span and many countries. It’s a delicious read: “John Maynard Keynes Is the Economist the World Needs Now” (Businessweek)

10. “Valuation-Based Tactical Asset Allocation in Retirement and the Impact of Market Valuation on Declining and Rising Equity Glidepaths” (Nerd’s Eye View)

Were these the same articles that you liked? To help us better prepare contents that’s relevant for you, please feel free to share what you’d like to see more or less of in the comment section below.

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All posts are the opinion of the author. As such, they should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.

Tags: Bill Gross, equities, Monetary Policy, Warren Buffett

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About the Author(s)

Larry Cao, CFA

Larry Cao, CFA, senior director of industry research, CFA Institute, conducts original research with a focus on the investment industry trends and investment expertise. His current research interests include multi-asset strategies and FinTech (including AI, big data, and blockchain). He has led the development of such popular publications as FinTech 2017: China, Asia and Beyond, FinTech 2018: The Asia Pacific Edition, Multi-Asset Strategies: The Future of Investment Management and AI Pioneers in Investment management. He is also a frequent speaker at industry conferences on these topics. During his time in Boston pursuing graduate studies at Harvard and as a visiting scholar at MIT, he also co-authored a research paper with Nobel laureate Franco Modigliani that was published in the Journal of Economic Literature by American Economic Association. Larry has more than 20 years of experience in the investment industry. Prior to joining CFA Institute, Larry worked at HSBC as senior manager for the Asia Pacific region. He started his career at the People’s Bank of China as a USD fixed-income portfolio manager. He also worked for US asset managers Munder Capital Management, managing US and international equity portfolios, and Morningstar/Ibbotson Associates, managing multi-asset investment programs for a global financial institution clientele. Larry has been interviewed by a wide range of business media, such as Bloomberg, CNN, the Financial Times, South China Morning Post and the Wall Street Journal.