I post a lot of things on Twitter these days and tend to leave the website for long form stuff, but I know many of you aren’t Twitter users so I think I will start cross posting some of my tweets here so readers don’t miss out on some of the good stuff. Twitter is great because it’s short form and I know my long form content can put people to sleep so maybe posting some of the short form Twitter content will be a nice way to mix things up.
The June Mutual Fund Observer is out. Some good stuff in there as usual:
Tons of good stuff in the June Mutual Fund Observer. @mfobserverhttps://t.co/eTyxe0k40O
— Cullen Roche (@cullenroche) June 2, 2016
Mary Meeker’s 2016 Internet Trends Report is up. Again, lots of good macro thoughts. Here are some highlights and the full presentation:
1. Couple of nice charts here from 2016 Internet Trends Report:
The huge growth in emerging markets vs developed: pic.twitter.com/vEYmB1vSaR
— Cullen Roche (@cullenroche) June 2, 2016
2. Putting the "Nasdaq Bubble 2.0" talk in the right perspective: pic.twitter.com/ULiUIoAGun
— Cullen Roche (@cullenroche) June 2, 2016
3. Full presentation is here. Worth a look:https://t.co/HUmZIu44pq
— Cullen Roche (@cullenroche) June 2, 2016
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.