Simon Evan-Cook

Fund manager, columnist and starer-outer of windows.

[Simon Evan-Cook @simonevancook]

Where has the money come from to pay for the pandemic? 18 answers to questions about this and other money mysteries...

https://t.co/11mGuqwhlP
#inequality #mmt #complexity

[ron knox @ronmknox]

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.

[Asset Allocator @assetallocator_]

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 https://t.co/Zkgvxs6Q4R

[Citywire South Africa @CitywireSA]

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
https://t.co/5G6CCeCxJ8

[Simon Evan-Cook @simonevancook]

@secrettory12 The quick post was a right pain too.

[Simon Evan-Cook @simonevancook]

I had a spare hour, so I redefined the entire field of economics.

You're welcome.

https://t.co/rMGq75W73b

[Simon Evan-Cook @simonevancook]

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?

[Simon Evan-Cook @simonevancook]

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

[Simon Evan-Cook @simonevancook]

"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

[Simon Evan-Cook @simonevancook]

"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

[Simon Evan-Cook @simonevancook]

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

[Simon Evan-Cook @simonevancook]

@soonercapital Like that. Where's it from?

[Simon Evan-Cook @simonevancook]

@atlasontilt Nope.

[Simon Evan-Cook @simonevancook]

In my experience, there's one thing that separates great fund managers from average ones: My latest *new* post on Medium:
https://t.co/oxRW7nVfbw

[Simon Evan-Cook @simonevancook]

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

[Simon Evan-Cook @simonevancook]

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

[Simon Evan-Cook @simonevancook]

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

[Simon Evan-Cook @simonevancook]

@chris_tphrd @GergelyOrosz https://t.co/XBlb7RxUIn

[Simon Evan-Cook @simonevancook]

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

[Simon Evan-Cook @simonevancook]

Loving this from @brianchristian and @cocosci_lab

A must for problem geeks and decision junkies:

#decisionmaking #problemsolving