Fund manager, columnist and starer-outer of windows.
Sussex, England
Joined August 2012
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Where has the money come from to pay for the pandemic? 18 answers to questions about this and other money mysteries...
nevermindthesilverbullets.co…
#inequality #mmt #complexity
Simon Evan-Cook retweeted
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.
Simon Evan-Cook retweeted
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-10d…
Simon Evan-Cook retweeted
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-of…
I had a spare hour, so I redefined the entire field of economics.
You're welcome.
medium.com/@simonevan-cook/f…
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?
"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
In my experience, there's one thing that separates great fund managers from average ones: My latest *new* post on Medium:
medium.com/@simonevan-cook/i…
Loving this from @brianchristian and @cocosci_lab
A must for problem geeks and decision junkies:
#decisionmaking #problemsolving
Did Woodford (and his fund holders) get caught chasing the impossible dream of The Perfect Fund?
medium.com/@simonevan-cook/t…
#woodford #activefundmanagement
Simon Evan-Cook retweeted
Fund of Funds Insider: Why the obsession with volatility? Former Citywire AAA-rated fund of funds manager Simon Evan-Cook argues that too much emphasis on volatility can be misleading. @simonevancook citywire.com/za/news/fund-of…
Here are the 12 checks I published on Bitcoin in March last year. Particularly proud of no.5:
medium.com/@simonevan-cook/m…
Simon Evan-Cook retweeted
Fascinating insight from The Times interview with Maurice Saatchi, on how Margaret Thatcher was eventually disappointed by Thatcherism:
Echoes of Europe in 2011. How many too-small trucks will hit the harbour this time before they find one that's big enough?
#gilts #centralbanks #BankofEngland #MiniBudget
The main passive investment argument claims it’s an “indisputable” mathematical fact. It isn’t, and here’s why:
simonevan-cook.medium.com/bu…
Thread: Invest in a fund run by a talented manager running a repeatable process - then hang onto it for the long run - and this is what the results look like.
They’re not that hard to find. So why don’t more people do this?
It’s *this* - performance chasing - that has cost active fund investors far more than charges ever have.
It’s driven droves into trackers, because it’s made them feel - over and again - like the market’s rigged against them (when really it’s good old fear and greed).
