What is going on today? - Megathread

Investing and Markets 📈
5223

Good evening :last_quarter_moon_with_face::full_moon_with_face::first_quarter_moon_with_face: -

As usual, we selected the best articles published in the past few days :point_down::

PORTFOLIO CONSTRUCTION
:arrow_right: Asset Allocation: How to Choose The Right One For You
:arrow_right: Market Downturns: How Often Are We in a Recession or Bear Market?
:arrow_right: Historical Perspective: Are Bonds attractive today?
:arrow_right: Fundamentals: When Stock Market Returns Deviate from Real Earnings
:arrow_right: Investing in 10 Steps: Come Along For A Hike With Francesca

ETFs & PLATFORMS
:arrow_right: Dimensional UCITS ETFs: Dimensional plots European ETF entry
:arrow_right: Bitcoin ETP: BlackRock to List a Bitcoin ETP in Europe
:arrow_right: BoW Guide To UK Tier 1 Brokers: Which One Is The Best For You?
:arrow_right: Liquid Alternatives: The ‘next evolution’ of Europe’s ETF offering?
:arrow_right: Leveraged ETFs: Understanding the “Rebalance Drag” Myth
:arrow_right: MSCI, FTSE, or Solactive: Which Index Should Your Equity ETF Track?

ACTIVE INVESTING
:arrow_right: Factors: Factor exposures vary by region across time
:arrow_right: Convexity: The Trend Following Game Changer
:arrow_right: PE: Vanguard private equity market guide
:arrow_right: Bill Gross: Lessons from my investing career
:arrow_right: Inside the Minds of History’s Best Traders: Market Wizards

WEALTH & LIFESTYLE
:arrow_right: Broker Reviews: Updated Banker on Wheels Methodology
:arrow_right: SWR: When Safe Withdrawal Rates Collide With RMDs
:arrow_right: Home Sweet Home: How Much Do Employees Value Remote Work?
:arrow_right: Careers: Europe’s Most In-Demand Jobs
:arrow_right: Personal Development: Why Reading Nassim Taleb Is Life-Altering

TECH & ECONOMY
:arrow_right: EU: Why Spain’s Economy is Outperforming the Rest of Europe
:arrow_right: Economy: Can do Tariffs Actually Work?

AND ALSO
:arrow_right: Fake Academic Papers: Are contaminating the world’s scientific literature
:arrow_right: Sakura on Wheels: 7 Reasons Why Japan Is Your Next Adventure
:arrow_right: Health: How midlife became a crisis

And so much more!

Have a great week-end!

Francesca from BoW Team :biking_man: :biking_woman:t3:

3 Likes
5224

Good evening :last_quarter_moon_with_face::full_moon_with_face::first_quarter_moon_with_face: -

As usual, we selected the best articles published in the past few days :point_down::

:arrow_right: Guide to Markets: JP Morgan Guide to the Markets (PDF)
:arrow_right: Model Portfolios: How Model Portfolios Are Evolving
:arrow_right: Safest Investments: What is the safest investment asset?
:arrow_right: Rebalancing: The Unintended Consequences of Rebalancing
:arrow_right: Downturns: How to navigate market turbulence

ETFs & PLATFORMS
:arrow_right: ex-USA ETF: iShares launches MSCI World ex-USA UCITS ETF
:arrow_right: Target-Date ETFs: Amundi’s new ready-made portfolio ETFs
:arrow_right: UCITS vs U.S. ETFs: Pros and Cons for Non-US Investors
:arrow_right: UK’s Bank Brokers: Which One Is The Best For You?
:arrow_right: ETF Exchanges: Euronext considers exchange consolidation
:arrow_right: Return Stacking: How do Margins work

ACTIVE INVESTING
:arrow_right: Gold: Should You Invest In Gold In 2025?
:arrow_right: Digital Assets: Is it “too late” to enter digital assets?
:arrow_right: Private Credit: Is There A Bubble?
:arrow_right: Hedge Funds: Pocketing Clients’ Gains With ‘No Limit’ Fees
:arrow_right: Vanguard: How Vanguard plans to play disruptor again

WEALTH & LIFESTYLE
:arrow_right: 4% Rule: Reflections on the Folly of Fixed Rate Withdrawals
:arrow_right: Your Kids & Money: Timeless Wisdom From Warren Buffett
:arrow_right: Financial Advice: Young Advisors Have a lot of Questions
:arrow_right: Living without money: ‘I feel more secure than when I was earning’
:arrow_right: Wealth: Most miserable people I know are richest people in America

TECH & ECONOMY
:arrow_right: Europe: Its Population May Fall by 150 Million People by 2100
:arrow_right: Asia: A $40 Trillion Economy
:arrow_right: AI: Yann LeCun does not believe in the future of generative AI
:arrow_right: Economy: The Top 10 Global Risks That Will Define the Future
:arrow_right: Who owns London? The capital’s property power players

AND ALSO
:arrow_right: Across New Zealand: Running in the Roar of the Wind
:arrow_right: Work, Play, and Surf: 5 Beach Getaways for Digital Nomads
:arrow_right: Aging: Why do some of us age faster than others?

And so much more!

Have a great week-end!

Francesca from BoW Team :biking_man: :biking_woman:t3:

1 Like
5225

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:eyes:

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5226

Yes it seems they are on the platform, just not announced yet. I might see if I can buy some with 6% divi on Monday.

Although a £1 gilt is selling for £1.07 so your 6% is lost in first year making the real gain not so great. Be nice to get if offered for less than £1

5227

With Trump in talks with Russia and Ukraine if the conflict stops will the lse put the removed stocks back on ???..

1 Like
5228

Like most, be nice if Evraz gets unsuspended! Have over 4k shares sat doing nothing.

Obviously this pales in comparison to the humanitarian relief of the war finally ending.

5229

Good evening :last_quarter_moon_with_face::full_moon_with_face::first_quarter_moon_with_face: -

As usual, we selected the best articles published in the past few days :point_down::

PORTFOLIO CONSTRUCTION
:arrow_right: Currencies: How to make the most of currencies in a portfolio context
:arrow_right: Asset Allocation: How to Choose One
:arrow_right: Markets: Ytd equity returns
:arrow_right: Strategy: 10 Stock and Bond Market Insights That Are Hardly ‘Dull’

ETFs
:arrow_right: Avoiding the Value Trap: A Review of Avantis Global Small Cap Value UCITS ETF
:arrow_right: Securities Lending: How It benefits ETF investors and ETF firms.
:arrow_right: BlackRock: $1trn European ETP assets
:arrow_right: ETF: Industry Perspectives Q1 2025
:arrow_right: Buffer Funds: On the Rise, but They May Not Make Sense for Most

ACTIVE INVESTING
:arrow_right: Factor: Does Trend-Following Still Work on Stocks?
:arrow_right: Value Investing: Integrating Theory and Practice
:arrow_right: Alternatives: 2025 Outlook
:arrow_right: Commodities: Three Reasons to Carefully Consider Them
:arrow_right: Us Gold: Wall Street Talk of Revaluing It Is Drawing Attention — and Scepticism
:arrow_right: The games and strategy of rich people: What I learnt at Citibank

PLATFORMS
:arrow_right: Consorsbank Review: Full-Service German Broker Backed by BNP Paribas
:arrow_right: DKB Review: Fairly Cheap State-Owned Broker
:arrow_right: Finanzen Zero Review: Looking for a Hero? Here’s one closer to Zero.

WEALTH & LIFESTYLE
:arrow_right: "Fuck You Money”: Useless Without the “Fuck You”
:arrow_right: Retirement: How to retire and not run out of money
:arrow_right: The Scarcity Trap: How to Shift to a Prosperity Mindset in Retirement with Leisa Peterson
:arrow_right: Office attendance: a performance metric
:arrow_right: Career: Can Work Make You Happy? Should It?

TECH & ECONOMY
:arrow_right: Women and Finance: How Embracing Risk Can Unlock Greater Success
:arrow_right: Japan’s Bubble-Burst: Why Sweden Recovered and Japan Didn’t
:arrow_right: Meta’s head of AI: Yann LeCun does not believe in the future of generative AI
:arrow_right: My Favorite AI Research Tools

AND ALSO
:arrow_right: Personal Development: 5 Ideas That Changed My Life
:arrow_right: I grew up in Italy and have studied longevity for 36 years: 2 ways to eat for good health and a long life
:arrow_right: Coding: New Junior Developers Can’t Actually Code

And so much more!

Have a great week-end!

Francesca from BoW Team :biking_man: :biking_woman:t3:

3 Likes
5230

Good evening :last_quarter_moon_with_face::full_moon_with_face::first_quarter_moon_with_face: -

As usual, we selected the best articles published in the past few days :point_down::

PORTFOLIO CONSTRUCTION
:arrow_right: 60/40 Portfolio Across Countries: A CFA Institute Report (50-page PDF)
:arrow_right: Asset Allocation: How Should It Change With Age?
:arrow_right: Real Assets: Did They Provide an Inflation Hedge When Needed?
:arrow_right: Currency Risk: Impact of Currencies and Hedging
:arrow_right: Buying the S&P 500? Wait. These Graphs Will Change Your Mind.

ETFs
:arrow_right: ETF Costs – Definitive Guide to Slashing ETF Costs and Taxes
:arrow_right: Hidden Costs of Indexing – Turnover & cost analysis

PLATFORMS
:arrow_right: Comdirect Review: A Direct Way to Slow Down Compounding
:arrow_right: ING DiBa Review: A solid choice for passive investors
:arrow_right: Smartbroker Review: Decent Broker For Beginners

ACTIVE INVESTING
:arrow_right: Factors: A New Quant Paradigm in Equities
:arrow_right: Berkshire Hathaway: The Annual Letter
:arrow_right: Hedge Funds: An introduction to HF Strategies
:arrow_right: Gold: This Is Why People Are So in Love With It
:arrow_right: Alternatives: What is the Future of Alternative Investing?

WEALTH & LIFESTYLE
:arrow_right: Retirement: The 5 Pillars That Nobody Talks About
:arrow_right: Wealth: Proportion of Millionaires by country
:arrow_right: Careers: Obsessive Goal-Setting Can Backfire
:arrow_right: Advice: Is The Future of Financial Advice Online?

TECH & ECONOMY
:arrow_right: The First Financial Crash: The South Sea Bubble
:arrow_right: Cryptography: A History From the Spartans to the FBI
:arrow_right: Creativity & Happiness: A Neuroscientist’s View

AND ALSO
:arrow_right: Airlines: I Was a Flight Attendant During the Golden Age of Travel
:arrow_right: Personal Development: The Hidden Cost of Your To-Do List
:arrow_right: Travel Tips: 50 Years of Travel Tips

And so much more!

Have a great week-end!

Francesca from BoW Team :biking_man: :biking_woman:t3:

3 Likes
5231

Interesting article:

3 Likes
5232

Good afternoon :sun_with_face: -

A bit later than usual, we selected the best articles published in the past few days :backhand_index_pointing_down::

PORTFOLIO CONSTRUCTION
:right_arrow: Asset Allocation: UBS global investment returns yearbook 2025
:right_arrow: Alternatives: Cambria on - Can we all invest like Yale?
:right_arrow: 90/10 Portfolio: A look at the 90/10 Warren Buffett Portfolio.
:right_arrow: Dividends: a tax-inefficient way to return capital to shareholders.
:right_arrow: Costly Mistakes: The Top 10 Ten Mistakes We All Make.

ETFs
:right_arrow: JP Morgan Guide to ETFs: 2025 Edition.
:right_arrow: World ex-US: ETFs To Reduce Your Allocation To U.S. Stocks.
:right_arrow: Defense vs ESG: ESG doesn’t outperform, weapons do.
:right_arrow: Private Assets: A Groundbreaking New ETF Arrives

PLATFORMS
:right_arrow: BOW Broker Guides: How To Choose A Cheap Stock Broker?
:right_arrow: Firstrade Review: $500k protection but you need a good tax treaty

ACTIVE INVESTING
:right_arrow: UK Small Caps: the ‘most unloved’ stocks in the world
:right_arrow: Crypto: Trump’s crypto reserve is absurd
:right_arrow: Taxes: Crypto Taxation Around the World
:right_arrow: Warren Buffett: Thoughts on Berkshire’s annual report

WEALTH & LIFESTYLE
:right_arrow: Calculators: Why I Don’t Use Retirement Calculators
:right_arrow: Micro-retirement: has Gen Z found a brilliant fix for burnout?
:right_arrow: Want To Quit Your Job? Truth About Career & Financial Independence
:right_arrow: The Smartest Thing I Ever Did: Women on Life-Changing Decisions
:right_arrow: Remote Work: The Decline by Industry
:right_arrow: Layoffs: Getting Fired

TECH & ECONOMY
:right_arrow: Goldman Sachs Report: Tech in 2025
:right_arrow: Sovereign Debt Crisis: What we learned & what lies ahead
:right_arrow: Sovereign Wealth Funds: The Largest in the World
:right_arrow: China: Can China Avoid Japan’s Lost Decades?
:right_arrow: Retirement Boom: The Global Retirement Boom Mapped

AND ALSO
:right_arrow: Cycling: Lance Armstrong’s Cycling Safety Tips
:right_arrow: Fertility: European Rates by Country
:right_arrow: Travel: The Most Powerful Passports in 2025

And so much more!

Have a great week-end!

Francesca from BoW Team :person_biking: :woman_biking:t3:

5 Likes
5233

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1 Like
5234

Tesla could drop a lot further if insurers stop insuring Tesla cars, throw in the nth time Cyber Truck has been recalled, and then the collapse in sales. It’s looking bad for Tesla. If Tesla’s share price falls far enough then there could be a margin call for X/Twitter, that’ll be fine but it’ll still be a headache for him. If he has to sell shares to cover that then it’ll just add downward pressure to Tesla shares.

1 Like
5235

Elon was in the right place at the right time,regarding PayPal and Tesla.

He definitely isn’t the sharpest tool in the box as we can see from Tesla shares.
Vanguard, BlackRock, and State Street.Must be pulling their hair out. I think he will be kicked off the board and the share price will double.

1 Like
5236

He’s definitely smart or is/was when he’s not stretched thin and/or using substances. Removing him from Tesla is risky because the Musk fans might sell their Tesla shares at that point, plus it’s unclear who would replace him.

Either way it’ll be a while until the brand recovers.

1 Like
5237

Good evening :last_quarter_moon_face::full_moon_face::first_quarter_moon_face: -

As usual, we selected the best articles published in the past few days :backhand_index_pointing_down::

PORTFOLIO CONSTRUCTION
:right_arrow: Our Analysis: How the New Landscape Impacts Long-Term Portfolios
:right_arrow: Now A Good Time To Invest? No. A Great Time.
:right_arrow: Asset Allocation: Using history as a roadmap for allocating assets today
:right_arrow: Portfolios: Beautiful Constants and the Golden Ratio Portfolio
:right_arrow: Rebalancing: Its Unintended Consequences
:right_arrow: Index Funds: Does Yours Actually Represent the Market?

ETFs & PLATFORMS
:right_arrow: Managed Futures: DBi launches UCITS ETF in Europe
:right_arrow: Portable Alpha: Winton launches equity & trend-following UCITS ETF
:right_arrow: Equity Index Investing: BoW’s Definitive Guide
:right_arrow: ETF Market: Trends in the European Investment Fund Industry
:right_arrow: Bond ETFs: How They Make Trading Easier and Cheaper

ACTIVE INVESTING
:right_arrow: Tune Out the Noise: Movie about factor investing
:right_arrow: Commodities: How to Use Them in Your Portfolio
:right_arrow: Gold: 4,000 years of getting it wrong about gold
:right_arrow: Hedge Funds: 6 Reasons to Avoid Them
:right_arrow: Emerging Markets: Turning tides report

WEALTH & LIFESTYLE
:right_arrow: Becoming FREE: An Alternative To FIRE
:right_arrow: Retirement: A guide to retirement withdrawal strategies
:right_arrow: Tax Advice: How to spot a bad one
:right_arrow: Happy Life: How Much Wealth is Needed for one?

TECH & ECONOMY
:right_arrow: Billionaires: Their Migration Over the Last Decade
:right_arrow: Tech in Europe: Europe’s Leading Start-up Hubs 2025
:right_arrow: Country Ranking: 2025’s Best Countries to Live and Work

AND ALSO
:right_arrow: Health: Does Exercise Really Benefit Your Mental Health?
:right_arrow: Army: Mapping the U.S. Military’s Reach Across the World
:right_arrow: Sleep: How to Arrange Your Room for the Best One
:right_arrow: Cycling the Americas: Bikepacking Patagonia

And so much more!

Have a great week-end!

Francesca from BoW Team :person_biking: :woman_biking:t3:

1 Like
5238

So what do we thinm of Boeing shares come Monday?

5239

Is this the same Tesla that is over 600 percent up in the last 5 years?

Read some wild comments on this forum but that one out trumps them all.

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5240

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Everything is green. HODL

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5241

Doh! I fink so. It is the same Tesla that has lost half its value in 3 months!

1 Like
5242

This is a great overview, especially in relation to the recent Tesla dip:

1 Like