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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.

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Curated Readings

July

Posted on July 7, 2021
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Curated Readings

June

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

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Curated Readings

May

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

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Curated Readings

April

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

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Curated Readings

March

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

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Curated Readings

February

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

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Curated Readings

January

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