Joined November 2010
2 Photos and videos
Matt Bugden retweeted
19 Nov 2019
Some great charts from this @CapitalGroup piece on international investing... 1/ International markets have been underperforming...
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Matt Bugden retweeted
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Matt Bugden retweeted
For every person they do help, the ten highest-grossing drugs in the US fail to improve the conditions of between 3 and 24 people. This figure from a 2015 paper tells the strengths and limitations of modern medicine. nature.com/news/personalized…
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Matt Bugden retweeted
Ed Thorp explains how he uncovered the Madoff fraud in 1991 (from Schwager's Hedge Fund Market Wizards) x.com/BuddyCarter_FL/status/…
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Matt Bugden retweeted
Today will be the 500th day in a row the Dow closes above the 200-day moving average. That is the longest such streak since (insert scary music here) 1987.
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Matt Bugden retweeted
I like this from @mjmauboussin. Intuitively deep value investing comes to mind.
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Matt Bugden retweeted
28 Nov 2017
NEW POST: Volatility May Feel More Painful the Next Time Around econompicdata.blogspot.com/2…
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[post] In private equity, illiquidity is a feature not a bug. abnormalreturns.com/2017/09/… $STUDY cc: @mebfaber @michaelbatnick @alphaarchitect
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Matt Bugden retweeted
In 99% of the time at current valuation levels, subsequent 10-year returns have been single digits or negative. H/t @abnormalreturns
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Matt Bugden retweeted
7. As volatility falls, the #Sharpe ratio rises - interesting points by @Cuffelinks h/t @JordanEliseo $SPX $STUDY
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Matt Bugden retweeted
Great AGM presentation @Xero. Thanks for the shout-out @roddrury [and cheers @cmteeling]. Source: our weekly 2-page 'Tech Insights' report.
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Matt Bugden retweeted
4 Signs of a Market Bubble awealthofcommonsense.com/201…
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Matt Bugden retweeted
90% drawdowns can and do happen to markets, prepare accordingly. okt.to/PI3yze #AsianFinancialCrisis #20Years #Risk @lhamtil
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Matt Bugden retweeted
29 Jun 2017
Household wealth per person roses 9.6% over the past year (biggest rise in 7 years) to record $393,380 #ausbiz #ausecon
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Matt Bugden retweeted
50-yr view makes stocks look cheap rel. to bonds but w/ 140 yrs of data, ratio at median. TAA dilemma: U.S. #stocks & #bonds both overvalued
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Matt Bugden retweeted
The benefits of documenting your decision-making process via Michael Mauboussin awealthofcommonsense.com/201…
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CAPE: US vs the rest.... ampcapital.com.au/article-de…
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Matt Bugden retweeted
Amazing chart by @michaelbatnick Green is $10k growth in Netflix stock. Red are losses endured during that period.
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