Curated Readings

by PMA Investment Committee

Year 2020

PMA highlights articles that we think provide useful insights into finance, business, the economy and current events. Select from those listed to read on-line.

Curated Readings


Posted on September 14, 2020

Why Markets Don’t Seem to Care If the Economy Stinks
Barry Ritholtz, Bloomberg

The Future of Liberal Democracy
Laurence B. Siegel, AJO

Living with Risk: The COVID-19 Iceberg
Laurence B. Siegel & Stephen C. Sexauer, Enterprising Investor

Pax Americana is Here to Stay
Imran Said, Quillette

Curated Readings


Posted on August 17, 2020

If Buffett Were a Fund Manager
Larry Swedroe, Advisor Perspectives

The Ugly Scramble
Morgan Housel, Collaborative Fund

C.E.O.s Are Qualified to Make Profits, Not Lead Society
N. Gregory Mankiw, The New York Times

From 1720 to Tesla, FOMO Never Sleeps
Jason Zweig, The Wall Street Journal

Curated Readings


Posted on July 16, 2020

Panic and Sell, Now What?
Larry Swedroe, Evidence-Based Investor

Ben Bernanke Sees Weak Economy For Years
Noah Smith, Advisor Perspectives

Why Many People Misunderstand Dividends, and the Damage This Does
Alex Edmans, The Wall Street Journal

The Ever-Shrinking Transistor and the Invention of Google
Matt Ridley, Quillette

Curated Readings


Posted on June 16, 2020
Curated Readings


Posted on May 10, 2020

HOLY COW! GDP down 30%! 22 million have lost their jobs! OK, not so fast.
Laurence B. Siegel & Stephen C. Sexauer

The Federal Reserve Is Changing What It Means to Be a Central Bank
Nick Timiraos & Jon Hilsenrath, The Wall Street Journal

The Collapse of the Energy Sector
Ben Carlson, A Wealth of Common Sense

Mark Twain in the Time of Cholera
John J. Miller, National Review

Curated Readings


Posted on April 11, 2020

During a pandemic, Isaac Newton had to work from home, too. He used the time wisely.
Gillian Brockell, The Washington Post

Is It Time to Refinance Your Mortgage?
Julia Carpenter, The Wall Street Journal

The Relationship Between Earnings and Bear Markets
Ben Carlson, A Wealth of Common Sense

How Market Crashes Happen Without More Bad News
Larry Swedroe, Advisor Perspectives

Curated Readings


Posted on March 9, 2020
Curated Readings


Posted on February 11, 2020
Curated Readings


Posted on January 17, 2020