Simon Evan-Cook

Where has the money come from to pay for the pandemic? 18 answers to questions about this and other money mysteries... nevermindthesilverbullets.com/f/the-money-mi… #inequality #mmt #complexity

1. Hello. Today, the federal antitrust agencies have issued a new rulebook for corporate mergers - likely ending decades of unchecked corporate deals that let monopoly power grow. This is a monumental day. Let’s unpack our new rulebook, and what it means for the economy.

The latest edition of the Asset Allocator Podcast is out now and this week we've spoken to @simonevancook about his return to multi-asset investing shows.acast.com/93cf156f-10d0-…

Fund of Funds Insider: Is a big tech crash coming, or are they too big to fail? Columnist Simon Evan-Cook ponders whether the recent big tech revival is here to stay. The past three months have been a nightmare for most active managers. @simonevancook citywire.com/za/news/fund-o…

@secrettory12 The quick post was a right pain too.

She's right though. Used to hate getting seen straight away by a doctor.

I wonder if she'll drink a pint of river water to that?

I had a spare hour, so I redefined the entire field of economics. You're welcome. @simonevan-cook/finergy-what-money-isnt-8be82dbb4fcc" target="_blank" rel="nofollow noopener">medium.com/@simonevan-coo…

The biggest problem with active funds? User error: The good ones work long, but their holders think short. To solve this, the industry forces managers to closet track their market: This prevents short-term performance pain, but kills long-term returns. What's the answer?

@SteveMNQ @MerrynSW This is great news. Fantastic country filled with lovely, hard-working people. Long may it continue!

Well will you look at that. Train people properly, pay them well and you can start to solve your staffing problems.. ft.com/content/13a0a9…

"The most ordinary cause of people's mistakes is their being too much frightened at the present danger, and not enough so at that which is remote." Cardinal de Retz

"One strange feature of Anglo-Saxon economics is that all economists are agreed that rent-seeking is bad, and yet no economist ever proposes any action to discourage it." Spot on as usual by @rorysutherland

@RichardPPhilbin @nn_blackburn @CitywireWealth I think that's unfair on the UK small cap fund.

#Gilts are now perceived to be as risky as #SmallerCompany funds.... Hmmm #RiskProfilingGoneMad? - good article from @nn_blackburn @CitywireWealth - bit.ly/3xlEOKV

@soonercapital Like that. Where's it from?

reminded me of this quote "To endure is greater than to dare; to tire out hostile fortune; to be daunted by no difficulty; to keep heart when all have lost it; to go through intrigue spotless; and to forgo even ambition when the end is gained — who can say this is not greatness?

@atlasontilt Nope.

In my experience, there's one thing that separates great fund managers from average ones: My latest *new* post on Medium: @simonevan-cook/investors-the-one-thing-separating-excellent-from-competent-a59be677a45b" target="_blank" rel="nofollow noopener">medium.com/@simonevan-coo…

@chrisxmunn I hear you Chris. Here's another one for your collection. This one's framed on my wall:

@AtticumFloreat ET About Time Cinema Paradiso A Dog's Purpose Marley & Me (and every other dog movie) The Kite Runner Le Mans 66

Films I always cry in: Armageddon (obviously) The Belstone Fox Ring of Bright Water The Green Mile Up (the start) Beaches Top Gun Now you.

@urbanfox93 @AtticumFloreat The table tennis scene? (About Life that is, not Wonderful Life).

@AtticumFloreat It’s Wonderful Life - every time About Time

@chris_tphrd @GergelyOrosz nevermindthesilverbullets.com/f/the-one-thin…

One of the best things you can do for success, happiness and career is stop thinking about companies - and their actions and motivations - as if they were people, and understand how they really work, and why. This opens a world unknown to many. You need to want to understand it.

@GergelyOrosz That book is my bible. Thinking in Systems feels like this:

A good way to go about this - which helps achieve the same result - is systems thinking. Eg via the book “Thinking in Systems: a primer” Companies are systems, governments are systems, ran by people - for the most part - acting rationally and predictably.

Loving this from @brianchristian and @cocosci_lab A must for problem geeks and decision junkies: #decisionmaking #problemsolving