Weekly Reading -- Aug 20: Investments

The seduction of above average

https://ofdollarsanddata.com/the-seduction-of-above-average/

Bonds are fricking expensive

https://www.aqr.com/Insights/Perspectives/Bonds-Are-Frickin-Expensive

The best metric in investing is...

https://acquirersmultiple.com/2019/08/the-single-best-metric-in-investing-is/

The metric of ROE

http://value2wealth.blogspot.com/2019/08/twitter-poll-poll2learn-1.html

The Contrarian Investing For the Decade

https://blog.evergreengavekal.com/an-investment-thesis-for-the-2020s/