A couple of readers have commented that the previous layout of “The Weekly Horse” wasn’t sufficiently intuitive, as it was a mixture of my thoughts, and the top weekly links seemed like a bit of an afterthought. Having read a couple of the posts myself, I have to agree that it’s a fair point.
Going forward, the Sunday weekly link article will be kept purely to the top financial articles that I enjoyed for the week. If there is anything that I want to share for the week, I’ll cover that in a separate post. If you have any feedback on this new approach, I’d love you hear from you in the comments below!
Amazing report by DBS that discusses where they think the real estate market for top Asian cities will be in 2030. Interestingly, the top 5 cities are (from 1 to 5): Shenzhen, Hong Kong, Guangzhou, Shanghai, Singapore.
If you’re serious about long term REIT investing, I strongly suggesting finding some time to read it this week.
Great quotes from the retiring chairman of Alibaba.
Interesting read on the lessons from legendary investor Peter Lynch
I’ve referenced this article in my recent post, but it still amuses me to no end than Kanye West picking a handful of stocks outperformed the Nasdaq and just about every other hedge fund out there. Never gets old.
Nobody knows when the next financial crisis will strike, but some of the points made by JPM on liquidity make a lot of sense.
“The shift from active to passive asset management, and specifically the decline of active value investors, reduces the ability of the market to prevent and recover from large drawdowns,”
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