The main passive investment argument claims it’s an “indisputable” mathematical fact. It isn’t, and here’s why: simonevan-cook.medium.com/busting-a-myth…

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

Fascinating insight from The Times interview with Maurice Saatchi, on how Margaret Thatcher was eventually disappointed by Thatcherism:

Here are the 12 checks I published on Bitcoin in March last year. Particularly proud of no.5: medium.com/@simonevan-coo…

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. Simon Evan-Cook citywire.com/za/news/fund-o…

Did Woodford (and his fund holders) get caught chasing the impossible dream of The Perfect Fund? medium.com/@simonevan-coo… #woodford #activefundmanagement

Loving this from Brian Christian and Griffiths Computational Cognitive Science Lab A must for problem geeks and decision junkies: #decisionmaking #problemsolving

In my experience, there's one thing that separates great fund managers from average ones: My latest *new* post on Medium: medium.com/@simonevan-coo…

"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 Rory Sutherland

"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

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?

I had a spare hour, so I redefined the entire field of economics. You're welcome. medium.com/@simonevan-coo…

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. Simon Evan-Cook citywire.com/za/news/fund-o…

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

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.