Wednesday Reading List

When you’re bullish, you’re essentially in line with what’s happened in the past and what the majority hope and expect for the future.

Sam Ro

ICYMI: The Fourth of July – Looking back at how we moved toward independence and why we celebrate it on the 4th of July (and not the 2nd)…plus links to a few other US history pieces.


Summer Reads and Listens by Heritage Financial

As you fire up the barbecue, soak in some sunshine, and enjoy time with friends and family, find some time this summer to learn something new.


India: On the Rise? by Charles Schwab Investment Management

India’s growth initiatives and demographics may help its economy continue to advance; its stocks seem to have priced in high expectations for the world’s fifth-largest economy.


Chart of the Week


Midyear Review: Staying Focused as Markets Shift by Dimensional Fund Advisors

The first half of the year has given investors plenty to process—from banking turmoil to a morphing yield curve to the debt ceiling debate. Those with diversified portfolios of equities and fixed income were in a good position to benefit from both assets’ advances at the year’s midway point, a welcome turn from last year’s broad declines.


11 ways cynics argue any news is bad news 👎 TKer

Earlier this year, I started to notice that regardless of whether a market or economic metric went up or down, there were bears coming out to explain why the development was bad regardless of the direction.

See also: The economy’s doomsday clock has been reset


Exclusive: WHO’s cancer research agency to say aspartame sweetener a possible carcinogen -sources by Reuters

One of the world’s most common artificial sweeteners is set to be declared a possible carcinogen next month by a leading global health body, according to two sources with knowledge of the process, pitting it against the food industry and regulators.


Generative AI 101: What You Need to Know Before Investing by Stephen Foerster

GenAI basics, investing opportunities and risks, valuation, and lessons from previous tech revolutions.


Book Recommendation

Bubbleball: Inside the NBA’s Fight to Save a Season by Ben Golliver

A captivating account of the NBA’s strangest season ever, from shutdown to championship, from a prominent national basketball writer living inside the bubble.