Curated Readings

by PMA Investment Committee

Year 2021

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 October 11, 2021

What Super Bowls Teach Us About Capitalism
Andy Kessler, The Wall Street Journal

Liquid Alts: The Gap Between Hype and Reality
Julie Segal, Institutional Investor

Who Wins with Low Interest Rates?
William Bernstein, Advisor Perspectives 

All-Time-High Anxiety
Weston Wellington, Dimensional

Curated Readings


Posted on September 9, 2021
Curated Readings


Posted on August 10, 2021

As Good As it Gets?
Ben Carlson, A Wealth of Common Sense

Mid-year outlook: Inflation holds the key to future stock market returns
Nicholas Sargen, The Hill

Casualties of Perfection
Morgan Housel, Collaborative Fund

Why I’m a proud solutionist
Jason Crawford, MIT Technology Review

Curated Readings


Posted on July 7, 2021
Curated Readings


Posted on June 8, 2021

David Swensen, Yale Endowment Chief Who Changed the Course of Institutional Investing, Dies at 67
Juliet Chung and Dawn Lim, The Wall Street Journal

200+ Years of Asset Class Returns
Ben Carlson, A Wealth of Common Sense

How to Do Long Term
Morgan Housel, Collaborative Fund

Curated Readings


Posted on May 7, 2021

The Growth-Value Cycle
Ben Carlson, A Wealth of Common Sense

Don’t Be Fooled by This Stock Market’s Newest Magic Trick
Jason Zweig, The Wall Street Journal

Rising rates don’t negate benefits of bonds
Roger Aliaga-Díaz, Vanguard

From United Kingdom to Untied Kingdom
The Economist

Curated Readings


Posted on April 12, 2021

Are Inflation Fears Justified?
Kenneth Rogoff, Project Syndicate

The Better Letter: Math-Challenged
Bob Seawright, The Better Letter

Unlocking the Covid Code
Jon Gertner, The New York Times

Why Immigration Drives Innovation
Joseph Henrich, Evonomics

Curated Readings


Posted on March 8, 2021

The Biden Administration’s Elusive Stimulus Goal: Full Employment
Jon Hilsenrath and Kate Davidson, The Wall Street Journal

How Does the Stock Market Perform When Interest Rates Rise?
Ben Carlson, A Wealth of Common Sense

Today’s Markets Are in Uncharted Territory
John Rekenthaler

America’s Excessive Government Spending Must Stop
George P. Shultz, John F. Cogan and John B. Taylor, Project Syndicate

Curated Readings


Posted on February 11, 2021

Why It’s Usually Crazier Than You Expect
Morgan Housel, Collaborative Fund

Bulls, Bears and Starlings
The Intelligent Investor, The Wall Street Journal

David Swensen Is Great for Yale. Is He Horrible for Investing?
Leanna Orr, Institutional Investor

Conversation with Laurence Siegel
Conversations with Frank Fabozzi

Curated Readings


Posted on January 14, 2021

Should You Change Equity Allocations in a Recession?
Larry Swedroe, Advisor Perspectives

We Have No Idea What Happens Next
Morgan Housel, Collaborative Fund

Why mRNA vaccines could revolutionise medicine
Matt Ridley, The Spectator

Despite Covid-19, Older People Are Still Happier
Alison Gopnik, The Wall Street Journal