Here's our latest collection of interesting reads on investing, the economy, and personal finance.

And from the bloggers and pundits...

  • A newfound appreciation for risk (Brendan Mullooly, Your Brain on Stocks). "Given the lightning speed with which we've seen the market both decline and recover in 2020...[investors have] the perfect chance to realign their portfolios based upon a newfound appreciation for what risk is."
  • The permanent portfolio (Michael Batnick, The Irrelevant Investor). As you may know, SMI's DAA strategy is based on the "permanent portfolio" (but we've made what we think are significant improvements).
  • Why is gold rising? (Ben Carlson, A Wealth of Common Sense). The reasons are several.
  • It's almost as if stock prices anticipate the future (Josh Brown, The Reformed Broker). Don't ignore market trends, even if they don't seem to make sense.
  • The ugly scramble (Morgan Housel, Collaborative Fund Blog). This post makes an implicit and compelling argument for maintaining a robust emergency-savings fund.

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