Links🔗: Food for Thought

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past.
Enjoy 🙂 reading undefined, thinking undefined about and getting involved in discussions undefined

  • Ray Dalio from Bridgewater shares some of his research about The Changing World Order on LinkedIn (long read, absolutely worth it!)
    • explaining increases and decreases of relative importance of countries (kingdoms, empires), based on a set of factors
    • military power, reserve currency status, education, competivness, etc.
    • already listed in my best-of list
  • Valuesque explains the ongoing Pension-Madness and why it will continue
    • Plan assets backing pensions liabilites dived
    • discount rates jumped recently, but could very well come way lower in the future, based on stimulating central bank actions
  • Klement with The deadly reality of Covid-19 (corrected) explaining parallels between wars and the current crisis, argueing that
    • corona crisis will shock us (inhabitants) more (lower casualties than wars, but more per day)
  • Prof. Galloway argues that higher education will be more important in the future and that
    • some universities (ed companies) could partner with a major tech company, reaping huge profits

Best and happy investing, s4v

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