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4 Aug 2023

Why fees matter, visually:

Source: Brian Feroldi

2 Aug 2023

July was a painful month for the bears

Source: Investing.com

24 Jul 2023

Investors are currently quite bearish on oil and commodities

The risk of higher energy and higher commodities prices in H2 doesn't seem to be priced by the market. Meanwhile, Crude Oil futures are pushing up against new 3-month highs. Could this be the big surprise of the second part of 2023? Source: All Star Charts

20 Jul 2023

Terry Smith investment principles:

1. Buy good companies 2. Don't overpay 3. Do Nothing Source: Compounding Quality

20 Jul 2023

According to the latest BofA survey, fund managers are now UNDERWEIGHT commodities

The last time fund managers were this bearish on #commodities, #crudeoil futures were literally trading below zero. Source: BofA

18 Jul 2023

Become a Millionaire with $300 per month

A visual guide of how compound interest works over time by Mark Wlosinski. It doesn’t take investing a lot of money to build wealth. You just need patience. NB: the S&P 500 has averaged +11% annual returns over the last 40 years.

13 Jul 2023

Global investors holding $70 trillion in wealth are the biggest underserved candidates for private alternative assets.

Global investors holding $70 trillion in wealth are the biggest underserved candidates for private alternative assets. At a glance: -> Many wealthy investors want to increase their holdings of private alternative assets, with between $8 trillion and $12 trillion in household funds available for such assets. private equity firms and asset and wealth managers are eager to expand their business with individuals. -> For this market to thrive, the current model must evolve into a robust digital system that can efficiently support individual investors at scale. -> Five business archetypes are emerging to overcome the current barriers of high administrative costs, illiquidity, a difficult collateral process for lending, and high minimum investment size. -> The largest wealth and asset managers will likely catalyze developments and can seize a first-mover advantage. Other firms can thrive as challengers or fast followers. Find out more in the Bain & Company research note attached. Grégory Garnier Sound: Bain & Company

12 Jul 2023

7 key lessons from the Millionaire's next door

1️⃣ Live below your means 2️⃣ Invest a significant portion of your income 3️⃣ Have a long-term plan 4️⃣ Create passive income 5️⃣ Be frugal 6️⃣ Avoid debt 7️⃣ Invest in yourself (source: Compounding Quality)

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